Funds From: pcbsx - BlackRock Managed Volatility Svc - Tactical Allocation to imorx - Voya MidCap Opportunities R - Mid-Cap Growth


  • Holdings: Technology Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , iShares 1-3 Year Credit Bond , Kfw Mtn Regs ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
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  • Holdings: Royal Dutch Shell PLC Class A , Roche Holding AG Dividend Right Cert. , Novartis AG , Nestle SA , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mribx investment picks
  • Holdings: Voya Multi-Manager International Eq I , Voya International Core I , iShares MSCI EAFE , Voya Multi-Manager Emerging Markets Eq I , Voya Multi-Manager International Sm Cp I ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Dow Chemical Co , Monsanto Co , E I du Pont de Nemours & Company , LyondellBasell Industries NV , Freeport-McMoRan Inc ,
  • Category: Trading-Leveraged Equity
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  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , US Treasury Note , US Treasury Note 0.375% , US Treasury Note 0.375% , US Treasury Note 1.375% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for mhikx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , MSCI Emerging Market Index Future Dec14 , Tencent Holdings Ltd. , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
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  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Limited Duration Credit Instl , Columbia Large Value Quantitative I , Columbia Contrarian Core I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for CLRRX investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , AIA Group Ltd , Tencent Holdings Ltd , China Construction Bank Corp H Shares , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: China Region
  • Morningstar Rating: 4 Stars
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  • Holdings: Northstar Guarantee Inc Div B Stud L , Sallie Mae FRN ,
  • Category: Currency
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR® Barclays High Yield Bond ETF , Vanguard Dividend Appreciation ETF , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for CRIYX investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Novartis AG , Total SA , Roche Holding AG Dividend Right Cert. , Toyota Motor Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for nawbx investment picks
  • Holdings: American Funds Capital Income Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World Gr&Inc R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: PNC Bond I , PNC Limited Maturity Bond I , PNC Large Cap Core I , Vanguard Inflation-Protected Secs Adm , PNC International Equity I ,
  • Category: Retirement Income
Sign-up for PDTAX investment picks
  • Holdings: Mitsui Fudosan Co Ltd , Mitsubishi Estate Co Ltd , Sun Hung Kai Properties Ltd , Unibail-Rodamco SE , Stockland Corp Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 1 Stars
Sign-up for iirbx investment picks
  • Category: Short Government
  • Morningstar Rating: 2 Stars
Sign-up for lmtyx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for CNDRX investment picks
  • Holdings: LyondellBasell Industries NV , US Treasury Note 1.375% , E I du Pont de Nemours & Company , Apple Inc , Nike Inc Class B ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for JABNX investment picks
  • Holdings: Facebook Inc Class A , Apple Inc , Gilead Sciences Inc , Keurig Green Mountain Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for epgax investment picks
  • Holdings: Shutterfly Inc , Fiesta Restaurant Group Inc , WEX Inc , Spansion Inc Class A , Jack In The Box Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
Sign-up for PLAHX investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
Sign-up for RTECX investment picks
  • Holdings: Chevron Corp , JPMorgan Chase & Co , Johnson & Johnson , Berkshire Hathaway Inc Class B , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for favcx investment picks
  • Holdings: Southwest Airlines Co , Chipotle Mexican Grill Inc Class A , Intuit Inc , VF Corp , Ulta Salon Cosmetics & Fragrances Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for imorx investment picks
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Funds From: pcbsx - BlackRock Managed Volatility Svc - Tactical Allocation to imorx - Voya MidCap Opportunities R - Mid-Cap Growth
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