Funds From: peqmx - Putnam Global Equity M to omfcx - Oppenheimer Rochester AMT-Free Munis C


  • Holdings: Google Inc , Hartford Financial Services Group Inc , Micron Technology Inc , Facebook Inc Class A , Visa Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Us 2yr Note (Cbt) Dec14 Xcbt 20141231 , iShares MSCI EAFE , Fed Natl Mort Assc 2.5% , Vanguard FTSE Developed Markets ETF , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Royal Dutch Shell PLC Class A , Nestle SA , Novartis AG , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Monolithic Power Systems Inc , The Middleby Corp , CoStar Group Inc , Acadia Healthcare Co Inc , Team Health Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Facebook Inc Class A , Apple Inc , Comcast Corp Class A , SBA Communications Corp , Liberty Global PLC Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: CRH PLC , Playtech PLC , Assicurazioni Generali , Sumitomo Chemical Co Ltd , Credit Suisse Group ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Microsoft Corp , CVS Health Corp , Costco Wholesale Corp , PepsiCo Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Pfizer Inc , CVS Health Corp , Comcast Corp Class A , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Ultimate Software Group Inc , Cepheid , Maximus Inc , Grand Canyon Education Inc , Rollins Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , Prologis Inc , Equity Residential , Essex Property Trust Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 1 Stars
Sign-up for poxax investment picks
  • Holdings: Samsung Electronics Co Ltd , China Construction Bank Corp H Shares , Industrial And Commercial Bank Of China Ltd H Shares , Bank Of China Ltd. H Shares , KGHM Polska Miedz SA ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Philip Morris International Inc , Apple Inc , Christian Dior SA , Roche Holding AG ADR , Exxon Mobil Corporation ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for pgrcx investment picks
  • Holdings: Precision Castparts Corp , Schlumberger NV , Roche Holding AG Dividend Right Cert. , Lockheed Martin Corp , CIE FINANCIERE RICHEMONT SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for gabox investment picks
  • Holdings: Apple Inc , Amazon.com Inc , Visa Inc Class A , Gilead Sciences Inc , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 3 Stars
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  • Holdings: Anheuser-Busch Inbev SA , Prudential PLC , AIA Group Ltd , Sanofi , Japan Tobacco Inc ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pinwx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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Funds From: peqmx - Putnam Global Equity M to omfcx - Oppenheimer Rochester AMT-Free Munis C
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