Funds From: CPPCX - American Funds Preservation Port 529-C - Short-Term Bond to vimcx - Virtus Mid-Cap Core I - Mid-Cap Growth


  • Holdings: Merck & Co Inc , Microsoft Corp , General Electric Co , Verizon Communications Inc , Pfizer Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2031-2035
Sign-up for lfesx investment picks
  • Holdings: American International Group Inc , Illumina Inc , Samsonite International SA , Alkermes PLC , DexCom Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for KAUCX investment picks
  • Category: Short Government
  • Morningstar Rating: 2 Stars
Sign-up for FISAX investment picks
  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
Sign-up for TRRJX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for cnfrx investment picks
  • Holdings: Google Inc Class A , Accenture PLC Class A , Visa Inc Class A , Colgate-Palmolive Co , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for eistx investment picks
  • Holdings: Wells Fargo & Co , Berkshire Hathaway Inc Class B , JPMorgan Chase & Co , Bank of America Corporation , Citigroup Inc ,
  • Category: Trading-Leveraged Equity
Sign-up for fnpsx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for sigyx investment picks
  • Category: Intermediate-Term Bond
Sign-up for hqbtx investment picks
  • Holdings: JPMorgan Chase & Co , Danaher Corp , Johnson & Johnson , Wells Fargo & Co , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ecitx investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
Sign-up for CBBBX investment picks
  • Holdings: Royal Bank Of Canada , Toronto-Dominion Bank , Suncor Energy Inc , Bank of Nova Scotia , Canadian Natural Resources Ltd ,
  • Category: Miscellaneous Region
Sign-up for ftcnx investment picks
  • Holdings: Comcast Corp Class A , Apple Inc , Halliburton Co , Nu Skin Enterprises Inc Class A , Capital One Financial Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for ssvsx investment picks
  • Holdings: Apple Inc , Verizon Communications Inc , Blackstone Group LP , Gilead Sciences Inc , Yahoo! Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for spedx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for JIBFX investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for sltmx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
Sign-up for mbabx investment picks
  • Holdings: PNC Large Cap Core I , PNC International Equity I , PNC Small Cap I , PNC Bond I , Vanguard Emerging Mkts Stock Idx Signal ,
  • Category: Target Date 2046-2050
Sign-up for PDTIX investment picks
  • Holdings: Exxon Mobil Corporation , Apple Inc , Danaher Corp , Visa Inc Class A , Wells Fargo & Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for mfrfx investment picks
  • Holdings: British American Tobacco PLC , Philip Morris International Inc , MasterCard Inc Class A , Housing Development Finance Corp Ltd , Wells Fargo & Co ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for wwoix investment picks
  • Holdings: US Treasury TIP 2.125% , US TREASURY TIP , US TREASURY TIP , US TREASURY TIP , US TREASURY TIP ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
Sign-up for prifx investment picks
  • Holdings: MFS® Research Bond R5 , MFS® Value R5 , MFS® Growth R5 , MFS® Research R5 , MFS® Mid Cap Value R5 ,
  • Category: Target Date 2021-2025
Sign-up for LTTSX investment picks
  • Holdings: Johnson & Johnson , Shire PLC ADR , EOG Resources Inc , ConocoPhillips , Lockheed Martin Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for pgicx investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 2 Stars
Sign-up for ppamx investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
Sign-up for CBAEX investment picks
  • Holdings: Google Inc Class A , Apple Inc , Oracle Corporation , Hewlett-Packard Co , Google Inc Class C ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for mtckx investment picks
  • Holdings: Ross Stores Inc , Monster Beverage Corp , Sirona Dental Systems Inc , Intuit Inc , Edwards Lifesciences Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for vimcx investment picks
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Funds From: CPPCX - American Funds Preservation Port 529-C - Short-Term Bond to vimcx - Virtus Mid-Cap Core I - Mid-Cap Growth
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