Funds From: CAREX - Cornerstone Advisors Real Assets Instl to BLPAX - American Funds Balanced Portfolio A


  • Holdings: PIMCO CommoditiesPLUS® Strategy Instl , AQR Risk-Balanced Commodities Strat R6 , 90day Euro$ Future Mar16 , 90 Day Euro$ Dec 17 , Ten Yr Note Future Mar 15 ,
  • Category: Conservative Allocation
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  • Holdings: Williams Companies Inc , Kinder Morgan Management LLC , ONEOK Inc , Enbridge Energy Management LLC , Plains GP Holdings LP Class A ,
  • Category: Energy Limited Partnership
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  • Holdings: WellPoint Inc , UnitedHealth Group Inc , Hewlett-Packard Co , Western Union Co , Best Buy Co Inc ,
  • Category: World Stock
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  • Holdings: MSCI EAFE Index Future Mar15 , Columbia Real Estate Equity I , 10 Year US Treasury Note Future Mar15 , E-mini S&P 500 Index Future Mar15 , MSCI Emerging Market Index Future Mar15 ,
  • Category: Tactical Allocation
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  • Holdings: Verisign Cv 3.25% , Bunge , Tesla Mtrs Cv 1.25% , Chesapeake Engy Cv , Microchip Tech Cv 2.125% ,
  • Category: Market Neutral
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  • Holdings: Underlying Fds Tr ,
  • Category: Managed Futures
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  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , iShares Core US Aggregate Bond , JPMorgan Realty Income R5 ,
  • Category: Target Date 2031-2035
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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 2000-2010
  • Morningstar Rating: 1 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
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  • Holdings: iShares Russell 2000 , SPDR® S&P 500 ETF , Energy Select Sector SPDR® ETF , US Treasury Note 1.5% , Technology Select Sector SPDR® ETF ,
  • Category: Multialternative
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  • Holdings: Microsoft Corp , Johnson & Johnson , Exxon Mobil Corporation , JPMorgan Chase & Co , Comcast Corp Class A ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Boston Properties Inc , AvalonBay Communities Inc , Ventas Inc , Prologis Inc ,
  • Category: Real Estate
Sign-up for BCREX investment picks
  • Holdings: Infosys Ltd ADR , Taiwan Semiconductor Manufacturing Co Ltd , Great Wall Motor Co Ltd H Shares , Samsung Electnc Pfd , Tata Motors Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Treehouse Foods Inc , PrivateBancorp Inc , Sonic Corp , Icon PLC , Silicon Laboratories Inc ,
  • Category: Small Growth
Sign-up for ASGTX investment picks
  • Holdings: American Assets Trust Inc , Sterling Bancorp , Western Alliance Bancorp , Deluxe Corp , VCA Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for CLURX investment picks
  • 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: High Yield Bond
Sign-up for FCFAX investment picks
  • Category: High Yield Muni
Sign-up for PMODX investment picks
  • Holdings: Goldman Sachs Abs Return Tracker Instl , Sx002611 Cds Usd P V 03mevent 2i65bzbn1 , Sx002611 Cds Usd R F 1.00000 2i65bzbn1 , Sx002613 Cds Usd R F 5.00000 2i65brkm1 , Sx002613 Cds Usd P V 03mevent 2i65brkm1 ,
  • Category: Conservative Allocation
Sign-up for GRPCX investment picks
  • Holdings: MFS® Government Securities R5 , MFS® Growth R5 , MFS® Value R5 , MFS® Research R5 , MFS® Research Bond R5 ,
  • Category: Target Date 2021-2025
Sign-up for LTTTX investment picks
  • Holdings: American High-Income Municipal Bond R-6 , American Funds Tax Exempt Bond R-6 , American Funds Washington Mutual R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Conservative Allocation
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  • Category: Ultrashort Bond
Sign-up for COFAX investment picks
  • Holdings: MorphoSys AG , DCC PLC , First Pacific Co Ltd , Mitel Networks Corp , Wilson Sons Ltd ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
Sign-up for IEGFX investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for JSHNX investment picks
  • Holdings: Apple Inc , Microsoft Corp , Berkshire Hathaway Inc Class B , Facebook Inc Class A , Wells Fargo & Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for ATMNX investment picks
  • Holdings: iShares iBoxx $ High Yield Corporate Bd , iShares iBoxx $ Invst Grade Crp Bond , Long Term Euro BTP Future Dec14 , iShares MSCI EAFE , US TREASURY TIP ,
  • Category: Conservative Allocation
Sign-up for MAIAX investment picks
  • Category: Nontraditional Bond
Sign-up for ISICX investment picks
  • Holdings: American Assets Trust Inc , Sterling Bancorp , Western Alliance Bancorp , Deluxe Corp , VCA Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for CRRYX investment picks
  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World Gr&Inc R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
Sign-up for BLPAX investment picks
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Funds From: CAREX - Cornerstone Advisors Real Assets Instl to BLPAX - American Funds Balanced Portfolio A
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