Funds From: beaax - UBS US Defensive Equity A Load Waived to gsbox - Goldman Sachs Sm Cap Gr Insights B


  • Holdings: Apple Inc , Mondelez International Inc Class A , Yum Brands Inc , Philip Morris International Inc , Hertz Global Holdings Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 4 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
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  • Holdings: Johnson & Johnson , Schlumberger NV , Time Warner Inc , Apple Inc , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
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  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Atmos Energy Corp , Ameren Corp , Level 3 Communications Inc , Cimarex Energy Co , BioMed Realty Trust Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Measurement Specialties Inc , Jazz Pharmaceuticals PLC , Lam Research Corp , NXP Semiconductors NV , Delphi Automotive PLC ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 1 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: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Holdings: Zillow Inc , Shire PLC ADR , Akorn Inc , Zebra Technologies Corp , Palo Alto Networks Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: AdvisorShares Peritus High Yield ETF , SPDR BarCap ST High Yield Bond ETF , PIMCO 0-5 Year High Yld Corp Bd Idx ETF , iShares iBoxx $ High Yield Corporate Bd , Market Vectors Treasury-Hedged Hi Yld Bd ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: AdvisorShares Peritus High Yield ETF , Ares Capital Corporation , New Residential Investment Corp , Apollo Investment Corp , Fifth Street Finance Corporation ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 1 Stars
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  • Holdings: LogMeIn Inc , Finisar Corp , Portfolio Recovery Associates Inc , Cytec Industries Inc , Ligand Pharmaceuticals Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Google Inc Class A , Home Depot Inc , VMWare Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for rsgkx investment picks
  • Holdings: Google Inc Class A , Facebook Inc Class A , Finisar Corp , VMWare Inc , Amazon.com Inc ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
Sign-up for rifkx investment picks
  • Holdings: Wynn Resorts Ltd , Avago Technologies Ltd , Williams-Sonoma Inc , LKQ Corp , AMC Networks Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for rsmkx investment picks
  • Holdings: Liberty Interactive Corp Class A , Actavis PLC , Clean Harbors Inc , TRW Automotive Holdings Corp , Iron Mountain Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares MSCI Japan , Novartis AG , Total SA , Vodafone Group PLC , Air Liquide SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares MSCI Japan , Novartis AG , Total SA , Vodafone Group PLC , Air Liquide SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares MSCI Japan , Novartis AG , Total SA , Vodafone Group PLC , Air Liquide SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares MSCI Japan , Novartis AG , Total SA , Vodafone Group PLC , Air Liquide SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Southwest Gas Corp , Symetra Financial Corp , CubeSmart , Commercial Metals Co , Sunstone Hotel Investors Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for gsatx investment picks
  • Holdings: Southwest Gas Corp , Symetra Financial Corp , CubeSmart , Commercial Metals Co , Sunstone Hotel Investors Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for gsbtx investment picks
  • Holdings: Southwest Gas Corp , Symetra Financial Corp , CubeSmart , Commercial Metals Co , Sunstone Hotel Investors Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , Questcor Pharmaceuticals Inc , Aspen Technology Inc , Cavium Inc , Cognex Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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Funds From: beaax - UBS US Defensive Equity A Load Waived to gsbox - Goldman Sachs Sm Cap Gr Insights B
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