Funds From: beaax - UBS US Defensive Equity A to cidix - Columbia Mid Cap Index I


  • Holdings: Apple Inc , Mondelez International Inc Class A , Yum Brands Inc , Philip Morris International Inc , Hertz Global Holdings Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Canada Govt 4% , US Treasury Bond 7.25% , US Treasury Note 1.375% , US Treasury Note 3.125% , US Treasury Note 5.125% ,
  • Category: World Allocation
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Mitsui Fudosan Co Ltd , Mitsubishi Estate , Unibail-Rodamco SE , Cheung Kong Holdings Ltd , Sun Hung Kai Properties Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
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  • Holdings: Ubs Ag London Brh FRN , Jpmorgan Chase Bk N A 144a 144A FRN , Jpmorgan Chase Bk N A 144a 144A FRN , Ubs 04/15 Flt , Ubs Ag London Brh 144A FRN ,
  • Category: Managed Futures
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  • Holdings: JPMorgan Inflation Managed Bond R6 , JPMorgan Floating Rate Income R6 , JPMorgan Realty Income R5 , iShares Global Infrastructure , JPMorgan Commodities Strategy R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
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  • Holdings: Wood Group (John) PLC , Barry Callebaut AG , Jones Lang LaSalle Inc , Odontoprev SA , Raffles Medical Group Ltd ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Manning & Napier Pro-Blend Max Term I , Manning & Napier Pro-Blend Extnd Term I ,
  • Category: Target Date 2031-2035
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  • Holdings: Enterprise Products Partners LP , Magellan Midstream Partners, L.P. , Plains All American Pipeline LP , Energy Transfer Equity LP , Harbinger Grp 7.75% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Novartis AG , Royal Dutch Shell PLC , Nestle SA , HSBC Holdings PLC , Rio Tinto PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Intrepid America Sel , JPMorgan US Equity Sel , JPMorgan Core Bond Select , JPMorgan Large Cap Value Select , JPMorgan Core Plus Bond Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Long
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for dgdax investment picks
  • Holdings: British American Tobacco PLC , UGI Corp , Procter & Gamble Co , PepsiCo Inc , CH Robinson Worldwide Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Touchstone Ultra Short Dur F/I Instl , Touchstone Total Return Bond Instl , Touchstone International Fixed Inc Inst , Touchstone Flexible Income Instl , Touchstone Sands Capital Inst Gr ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Pacific Rubiales Energy Corp , Baidu Inc ADR , Axis Bank Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: American International Group Inc , NXP Semiconductors NV , BlackRock Inc , JPMorgan Chase & Co , Capital One Financial Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Magellan Financial Group Ltd , RPS Group PLC , Melexis , Clinigen Group PLC , CETIP SA Mercados Organizados ,
  • Category: Foreign Small/Mid Growth
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Medtronic Inc , Merck & Co Inc , Apple Inc , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Korea Electric Power Corp , Tencent Holdings Ltd. , Tupras-Turkiye Petrol Rafineleri A.S. , Komercni Banka AS , OTP Bank PLC ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Cimarex Energy Co , SL Green Realty Corp , Henry Schein Inc , Affiliated Managers Group Inc , Equinix Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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Funds From: beaax - UBS US Defensive Equity A to cidix - Columbia Mid Cap Index I
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