Funds From: jomcx - JPMorgan OH Municipal Bond C to apwix - AllianceBern Cnsrv Wlth Strat I


  • Category: Muni Ohio
  • Morningstar Rating: 1 Stars
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  • Holdings: SPDR S&P Biotech ETF , Carmike Cinemas Inc , Lattice Semiconductor Corp , Federal Signal Corp , BNC Bancorp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Category: Trading-Inverse Debt
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  • Category: Currency
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  • Category: Currency
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  • Holdings: Apple Inc , AbbVie Inc , Reynolds American Inc , Verizon Communications Inc , ConocoPhillips ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Chevron Corp , Royal Dutch Shell PLC ADR Class A , Exxon Mobil Corporation , ConocoPhillips , Schlumberger NV ,
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
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  • Holdings: Chevron Corp , Royal Dutch Shell PLC ADR Class A , Exxon Mobil Corporation , ConocoPhillips , Schlumberger NV ,
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
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  • Holdings: Chevron Corp , Royal Dutch Shell PLC ADR Class A , Exxon Mobil Corporation , ConocoPhillips , Schlumberger NV ,
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell Strategic Bond Y , Russell International Developed Mkts Y , Russell US Core Equity Y , Russell Global Equity Y , Russell US Dynamic Equity Y ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Roche Holding AG , British American Tobacco PLC , Tenaris SA ADR , Novartis AG , Taiwan Semiconductor Manufacturing Co Ltd ADR ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Schlumberger NV , CIE FINANCIERE RICHEMONT SA , Visa Inc Class A , Monsanto Co , Apple Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for agtix investment picks
  • Holdings: Roche Holding AG , Prudential PLC , Nestle SA , British American Tobacco PLC , AIA Group Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Apple Inc , Verizon Communications Inc , Comcast Corp Class A , CVS Caremark Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , UnitedHealth Group Inc , CVS Caremark Corp , Comcast Corp Class A , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Pfizer Inc , Exxon Mobil Corporation , Johnson & Johnson , General Electric Co , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Pfizer Inc , Exxon Mobil Corporation , Johnson & Johnson , General Electric Co , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for abvix investment picks
  • Holdings: Airbus Group NV , Roche Holding AG , GlaxoSmithKline PLC , Valeo SA , Vodafone Group PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
Sign-up for aivkx investment picks
  • Holdings: Airbus Group NV , Roche Holding AG , GlaxoSmithKline PLC , Valeo SA , Vodafone Group PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: iShares Core MSCI Emerging Market , US Treasury TIP , Germany (Federal Republic Of) 1.75% , Apple Inc , US Treasury TIP ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for abwkx investment picks
  • Holdings: iShares Core MSCI Emerging Market , US Treasury TIP , Germany (Federal Republic Of) 1.75% , Apple Inc , US Treasury TIP ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for abwix investment picks
  • Holdings: iShares Core MSCI Emerging Market , Apple Inc , US Treasury TIP , Exxon Mobil Corporation , Visa Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for awakx investment picks
  • Holdings: iShares Core MSCI Emerging Market , Apple Inc , US Treasury TIP , Exxon Mobil Corporation , Visa Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for awaix investment picks
  • Holdings: US Treasury TIP , Germany (Federal Republic Of) 1.75% , US Treasury Note 0.25% , US Treasury TIP , iShares Core MSCI Emerging Market ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for apwkx investment picks
  • Holdings: US Treasury TIP , Germany (Federal Republic Of) 1.75% , US Treasury Note 0.25% , US Treasury TIP , iShares Core MSCI Emerging Market ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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Funds From: jomcx - JPMorgan OH Municipal Bond C to apwix - AllianceBern Cnsrv Wlth Strat I
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