Funds From: qeacx - Quaker Event Arbitrage C to dfvlx - DFA International Value Ex Tobacco


  • Holdings: Pfizer Inc , Crown Castle International Corp , FTD Companies Inc , API Technologies Corp , LSB Industries Inc ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Holdings: CVS Health Corp , Allstate Corp , U.S. Bancorp , 3M Co , UnitedHealth Group Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: Lennar Corp , Newell Rubbermaid Inc , Eaton Corp PLC , Oshkosh Corp , Reinsurance Group of America Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Sigma-Aldrich Corp , Wal-Mart Stores Inc , Stericycle Inc , Becton Dickinson & Co , Travelers Companies Inc ,
  • Category: Large Blend
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , Taiwan Semiconductor Manufacturing Co Ltd , China Construction Bank Corp H Shares , OAO Lukoil ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds American Hi-Inc Tr R6 , American Funds US Government Sec R6 , American Funds American Mutual R6 , American Funds Capital Income Bldr R6 , American Funds Income Fund of Amer R6 ,
  • Category: Conservative Allocation
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  • Holdings: Apple Inc , U S Treas Sec Stripped Int Pmt , US Treasury Note 0.875% , Wells Fargo & Co , U S Treas Sec Stripped Int Pmt ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: RidgeWorth Total Return Bond IS , RidgeWorth Large Cap Growth Stock IS , iShares Core US Aggregate Bond , RidgeWorth Large Cap Value Equity IS , RidgeWorth Mid-Cap Value Equity IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for scctx investment picks
  • Holdings: Texas Roadhouse Inc , Global Payments Inc , Huron Consulting Group Inc , PRA Group Inc , Team Health Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
Sign-up for zlscx investment picks
  • Holdings: 10yr Mini Jgb Mar 15 , Euro$ 90 Day Jun 15 , 10 Year Treasury Bond Future Mar15 , 3mo Euro Euribor Jun 15 , 10 Year Government of Canada Bond Mar15 ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for cmsax investment picks
  • Holdings: Apple Inc , Digital Realty Trust Inc , Deere & Co , Fidelity National Financial Inc , Marathon Petroleum Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for piemx investment picks
  • Holdings: Berkshire Hathaway Inc Class A , American Express Co , Qualcomm Inc , TE Connectivity Ltd , Analog Devices Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for tevfx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Valero Energy Corp , Nabors Industries Ltd , Assurant Inc , Staples Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for ryzax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for acckx investment picks
  • Holdings: iShares Russell Mid-Cap Growth , Panera Bread Co Inc Class A , Advance Auto Parts Inc , Williams-Sonoma Inc , Mellanox Technologies Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Lands' End Inc , Integrated Device Technology Inc , Motorcar Parts of America Inc , Triquint Semiconductor , PRA Group Inc ,
  • Category: Small Blend
Sign-up for bsvix investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: BlackRock Master Large Cap Growth Port , BlackRock Master Basic Value LLC , BlackRock EuroFund Instl , iShares International Dev Rel Est , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard Total Bond Market ETF , Vanguard Short-Term Bond ETF , Vanguard Short-Term Corporate Bond ETF , SPDR® Barclays Short Term Corp Bd ETF , JHFunds2 Strategic Equity Allc NAV ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 1 Stars
Sign-up for jrtsx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for lccmx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Gilead Sciences Inc , Biogen Idec Inc , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for slgix investment picks
  • Holdings: Berkshire Hathaway Inc Class B , CVS Health Corp , Pfizer Inc , UnitedHealth Group Inc , Comcast Corp Class A ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for cbbyx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for bcpex investment picks
  • Holdings: JPMorgan Chase & Co , Occidental Petroleum Corp , Bank of America Corporation , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for ectvx investment picks
  • Holdings: United Continental Holdings Inc , Endo International PLC , Mallinckrodt PLC , Motorola Solutions Inc , St Joe Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for jcnrx investment picks
  • Holdings: Millennium & Copthorne Hotels PLC , Dah Sing Financial Holdings Ltd , Aeon Co Malaysia Bhd , Oriental Holdings Bhd , Venture Corp Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
Sign-up for apccx investment picks
  • Holdings: BP PLC ADR , Royal Dutch Shell PLC ADR Class B , Novartis AG , Daimler AG , Allianz SE ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for dfvlx investment picks
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Funds From: qeacx - Quaker Event Arbitrage C to dfvlx - DFA International Value Ex Tobacco
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