Funds From: vwinx - Vanguard Wellesley Income Inv to aceix - Invesco Equity and Income A


  • Holdings: FNMA , US Treasury Note 1.375% , Johnson & Johnson , US Treasury Bond 2.875% , Wells Fargo & Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for vwinx investment picks
  • Holdings: iShares MSCI EAFE , iShares Core MSCI Emerging Market , iShares MSCI United Kingdom , iShares Core MSCI EAFE , iShares Core S&P Small-Cap ,
  • Category: World Allocation
Sign-up for ucagx investment picks
  • Holdings: USAA International Institutional , USAA Emerging Markets Institutional , USAA Income Stock Institutional , USAA Small Cap Stock Institutional , USAA Value Institutional ,
  • Category: World Stock
Sign-up for uceqx investment picks
  • Holdings: Biogen Idec Inc , Amgen Inc , Roche Holding AG , Eli Lilly and Co , Texas Instruments Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for vpmax investment picks
  • Holdings: Wells Fargo & Co , Merck & Co Inc , Microsoft Corp , JPMorgan Chase & Co , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for vwenx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for thopx investment picks
  • Holdings: PepsiCo Inc , Procter & Gamble Co , Twenty-First Century Fox Inc Class A , Coca-Cola Co , Cisco Systems Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for yackx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
Sign-up for acthx investment picks
  • Holdings: Colfax Corp , American Tower Corp , Moody's Corporation , MasterCard Inc Class A , Markel Corporation ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for akrex investment picks
  • Holdings: Exxon Mobil Corporation , Apple Inc , Chevron Corp , E I du Pont de Nemours & Company , Monsanto Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for vapax 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 blpax investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , General Electric Co , Chevron Corp , Comcast Corp Class A ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for mcdvx investment picks
  • Holdings: Bny Mellon Cash Reserve Eod Fund , Berkshire Hathaway Inc Class A , Banco Latinoamericano de Comercio Exterior SA Class E , HDFC Bank Ltd ADR , Markel Corporation ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for foolx investment picks
  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , Amphenol Corp Class A , Nordson Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for acrnx investment picks
  • Holdings: US Treasury Note 0.875% , US Treasury Note 2.125% , US Treasury Bond 4.5% , US Treasury Note 3.125% , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for msfrx investment picks
  • Holdings: Patterson-UTI Energy Inc , Intersil Corporation , ViewPoint Financial Group Inc , Patterson Companies Inc , Newport Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for wwsax investment picks
  • Holdings: Restoration Hardware Holdings Inc , O'Reilly Automotive Inc , Harman International Industries Inc , Twitter Inc , Acuity Brands Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for prnhx investment picks
  • Holdings: Heineken NV , General Mills Inc , Walgreen Co , Campbell Soup Co , Raytheon Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for lceix investment picks
  • Holdings: Microsoft Corp , Wells Fargo & Co , Amazon.com Inc , Home Depot Inc , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for abalx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for ldlfx investment picks
  • Holdings: JPMorgan Core Bond Select , JPMorgan US Equity Sel , JPMorgan Core Plus Bond Select , JPMorgan Intrepid America Sel , JPMorgan US Large Cap Core Plus Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ogiax investment picks
  • Category: Money Market-Taxable
Sign-up for vmmxx investment picks
  • Holdings: Actavis PLC , Biogen Idec Inc , McKesson Corp , Alexion Pharmaceuticals Inc , Covidien PLC ,
  • Category: Health
  • Morningstar Rating: 4 Stars
Sign-up for fsphx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
Sign-up for oosyx investment picks
  • Holdings: Apple Inc , Merck & Co Inc , Microsoft Corp , ACE Ltd , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for tedix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ptrax investment picks
  • Holdings: Russell 2000 Fut Jun14 Rtam4 , American Realty Capital Properties Inc Class A , Acuity Brands Inc , Rite Aid Corp , Northstar Realty Finance Corp ,
  • Category: Small Blend
Sign-up for fssvx 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 2026-2030
  • Morningstar Rating: 5 Stars
Sign-up for trrcx investment picks
  • Holdings: Microsoft Corp , Boeing Co , Home Depot Inc , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for awshx investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , eBay Inc , Viacom Inc Class B , General Electric Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for aceix investment picks
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Funds From: vwinx - Vanguard Wellesley Income Inv to aceix - Invesco Equity and Income A
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