Funds From: ivgsx - VY Invesco Growth and Income S to sernx - Deutsche World Dividend Institutional


  • Holdings: JPMorgan Chase & Co , Citigroup Inc , General Electric Co , Morgan Stanley , Royal Dutch Shell PLC Class A ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: AXA SA , Novartis AG , Taiwan Semiconductor Manufacturing Co Ltd , EDP - Energias de Portugal SA , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Chevron Corp , JPMorgan Chase & Co , Johnson & Johnson , Wells Fargo & Co , U.S. Bancorp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Sumitomo Mitsui Financial Group Inc , Roche Holding AG Dividend Right Cert. , ProSiebenSat 1 Media AG , Continental AG , Standard Life PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® High Yield Pooled , Simon Property Group Inc , US Treasury Note 0.75% , US Treasury Note 0.375% , US Treasury Note 0.875% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Live Nation Entertainment Inc , CNO Financial Group Inc , Idacorp Inc , JetBlue Airways Corp , Hawaiian Holdings Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Telekomunikasi Indonesia (Persero) Tbk Class B , Toyota Motor Corp , Commonwealth Bank of Australia , Mitsubishi UFJ Financial Group Inc , Sumitomo Mitsui Financial Group Inc ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 2 Stars
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  • Holdings: Boeing Co , Google Inc , Visa Inc Class A , Pioneer Natural Resources Co , American Airlines Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: American International Group Inc , Bk Amer ([Wts/Rts]) , FHLMC Pfd , Fed Natl Mort Assc Pfd , Sears Holdings Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
Sign-up for faafx investment picks
  • Holdings: Comcast Corp Class A , Harley-Davidson Inc , Buffalo Wild Wings Inc , Walt Disney Co , Starbucks Corp ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 1 Stars
Sign-up for iccax investment picks
  • Holdings: Willis Group Holdings PLC , Valeant Pharmaceuticals International Inc , Whirlpool Corp , Twenty-First Century Fox Inc Class B , Hub Group Inc Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for dhtax investment picks
  • Holdings: ClearBridge Appreciation IS , Legg Mason BW Diversified Lg Cp Val IS , QS Batterymarch US Lg Cap Eq IS , Western Asset Core Plus Bond IS , ClearBridge Aggressive Growth IS ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for llaix investment picks
  • Holdings: Bank Of China Ltd. H Shares , Sihuan Pharmaceutical Holdings Group Ltd , Cielo SA , Huaneng Power International Inc Class -H- , Infosys Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
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  • Holdings: CVS Health Corp , Apple Inc , Gilead Sciences Inc , Qualcomm Inc , Costco Wholesale Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for faemx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for afxix investment picks
  • Holdings: E-mini S&P 500 Index Future Sept14 , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Trading-Leveraged Equity
Sign-up for ulpix investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
Sign-up for nmmix investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for rcwgx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for surfx investment picks
  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Real Return Instl , PIMCO Income Instl , AllianzGI Short Duration High Inc Instl , AllianzGI US Managed Volatility Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for agnix investment picks
  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for giiax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for wltyx investment picks
  • Holdings: BlackRock Master Total Return Portfolio , BlackRock Master Large Cap Growth Port , BlackRock Master Basic Value LLC , BlackRock EuroFund Instl , BlackRock Inflation Prted Bd BlackRock ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for bleix investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for fulbx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
Sign-up for smlix investment picks
  • Holdings: British American Tobacco PLC , Procter & Gamble Co , PepsiCo Inc , Verizon Communications Inc , Jardine Matheson Holdings Ltd ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for sernx investment picks
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Funds From: ivgsx - VY Invesco Growth and Income S to sernx - Deutsche World Dividend Institutional
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