Funds From: CCNCX - Compass EMP Cmdty Strats Enh Vltl Wtd C - Managed Futures to aasmx - Thrivent Small Cap Stock A Load Waived - Small Blend


  • Holdings: At&T 2.4% , Cempclssf Fund Ltd , Goldman Sachs Grp 5.625% , Compass EMP Ultra Short-Term Fixd Inc I ,
  • Category: Managed Futures
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Newhall Holding Co Llc, Class A , Forest City Enterprises Inc Class A , Songbird Estates PLC , Cheung Kong Holdings Ltd , Weyerhaeuser Co ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Cnsrv Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 100 Y ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Fidelity Cent Invt Portfolios , Chevron Corp , US Treasury Note 1.25% , Google Inc Class C ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for fablx investment picks
  • Holdings: Simon Property Group Inc , Mitsubishi Estate , Mitsui Fudosan Co Ltd , Equity Residential , HCP Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , American Tower Corp , HCP Inc , AvalonBay Communities Inc , Ventas Inc ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: GMO Benchmark-Free Allocation MF ,
  • Category: World Allocation
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  • Holdings: DWS Core Equity Institutional , DWS Equity 500 Index Inst , DWS EAFE® Equity Index Inst , DWS Small Cap Core S , DWS Global Small Cap Institutional ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
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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 Emerging Markets Bond I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: United Insurance Holdings Corp , Discover Financial Services , Global Payments Inc , PNC Financial Services Group Inc , MetLife Inc ,
  • Category: Financial
  • Morningstar Rating: 5 Stars
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  • Holdings: GMO International Equity IV , GMO US Equity Allocation VI , GMO Asset Allocation Bond VI , GMO Alpha Only IV , GMO Emerging Markets VI ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Columbia Intermediate Bond I , Columbia Corporate Income I , Columbia Contrarian Core I , Columbia US Government Mortgage I , Columbia Income Opportunities I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: SK Telecom Co Ltd ADR , Itau Unibanco Holding SA ADR , America Movil SAB de CV ADR , KB Financial Group Inc ADR , Nippon Telegraph & Telephone Corp ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for dnvsx investment picks
  • Holdings: Roche Holding AG , Total SA , Novartis AG , Mitsubishi UFJ Financial Group Inc , Sumitomo Mitsui Trust Holdings Inc ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for CCMPX investment picks
  • Holdings: Apple Inc , Chevron Corp , Johnson & Johnson , Exxon Mobil Corporation , Procter & Gamble Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: State Farm Equity Instl , State Farm Bond Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for nbsax investment picks
  • Holdings: BRF SA , Lojas Americanas S.A. Pfd Shs , Anheuser-Busch Inbev SA ADR , Cia Bras De Distri Pfd , Grupo Televisa SAB ADR ,
  • Category: Latin America Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Netflix Inc , Amazon.com Inc , Priceline Group Inc , Amphenol Corp Class A ,
  • Category: Large Growth
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  • Holdings: Thrivent Partner Worldwide Allocation I , S&P 500 Index Future Sept14 , E-mini S&P MidCap 400 Index Future Sept14 , Thrivent Partner Small Cap Growth I , Thrivent Large Cap Growth I ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Jpn 10y Bond Fut Sep14 , Us 10yr Note Fut Sep14 , Euro BUND Future Sept14 , Can 10yr Bond Fut Sep14 , Long Gilt Fut Sep14 ,
  • Category: Tactical Allocation
Sign-up for SRPAX investment picks
  • Holdings: QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , Western Asset Core Plus Bond IS , ClearBridge Appreciation IS , ClearBridge Aggressive Growth IS ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
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  • Holdings: Lord Abbett Developing Growth I , Lord Abbett Small Cap Value I , Lord Abbett Value Opportunities I , Lord Abbett International Opp I , Lord Abbett Micro Cap Value I ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for alfax investment picks
  • Holdings: EMCOR Group, Inc. , DST Systems, Inc. , NorthWestern Corp , Market Vectors® Oil Services ETF , Broadridge Financial Solutions ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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Funds From: CCNCX - Compass EMP Cmdty Strats Enh Vltl Wtd C - Managed Futures to aasmx - Thrivent Small Cap Stock A Load Waived - Small Blend
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