Funds From: disax - Dreyfus International Stock A LW to owrrx - Old Westbury Real Return


  • Holdings: Novo Nordisk A/S Class B , Novartis AG , AIA Group Ltd , KONE Oyj Class B , Compass Group PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , HSBC Holdings PLC , Novartis AG , Nestle SA , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: AmTrust Financial Services Inc , Bank of the Ozarks Inc , Affiliated Managers Group Inc , OSI Systems Inc , CarMax Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , US Treasury Note 0.375% , US Treasury Note , US Treasury Note 0.375% , US Treasury Note 0.375% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 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 2011-2015
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Wells Fargo & Co , Berkshire Hathaway Inc Class B , Citigroup Inc , JPMorgan Chase & Co , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for idebx investment picks
  • Holdings: Amgen Inc , Gilead Sciences Inc , Verizon Communications Inc , Philip Morris International Inc , Altria Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Income Instl , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Short-Term Income Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: 5 Year US Treasury Note Future Mar15 , Credit Default Swap Cdx.Em.22 , PowerShares Senior Loan ETF , US Treasury Note , Total Return Swap Bcly Us Agg Tot Index ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Strayer Education Inc , Brocade Communications Systems Inc , OFG Bancorp , Greenbrier Companies Inc , FactSet Research Systems, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Protective Life Corp , Hexcel Corp , Snap-on Inc , Valspar Corp , Core Laboratories NV ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Citigroup Inc , Teva Pharmaceutical Industries Ltd ADR , Pfizer Inc , General Motors Co , Unum Group ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Schlumberger NV , Halliburton Co , National Oilwell Varco Inc , Baker Hughes Inc , FMC Technologies Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 1 Stars
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  • Holdings: E-mini S&P 500 Index Future Dec14 , Wheat Future Dec 14 , Soybean Meal Future Dec14 , Hardwinter Wheat Dec 14 , Soybeans Futures Jan 15 ,
  • Category: Managed Futures
  • Morningstar Rating: 3 Stars
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  • Category: Long-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Southwest Airlines Co , WellPoint Inc , Skechers USA Inc , Hewlett-Packard Co , VCA Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
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  • Holdings: Forward Select Income Institutional , Forward EM Corporate Debt Institutional , Forward High Yield Bond Z , Forward Credit Analysis Long/Short Instl , Forward Real Estate Inst ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Note 4.625% , Apple Inc , Microsoft Corp , US Treasury TIP , Google Inc Class C ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Texas Instruments Inc , Newell Rubbermaid Inc , American Express Co , Progressive Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Google Inc , American Tower Corp , Google Inc Class A , Comcast Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Old Westbury Real Return Fund, Ltd. , iShares US Home Construction , Exxon Mobil Corporation , Chevron Corp , Archer-Daniels Midland Co ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
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Funds From: disax - Dreyfus International Stock A LW to owrrx - Old Westbury Real Return
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