Funds From: ffanx - Fidelity Asset Manager 40% to pwccx - ESG Managers Growth and Inc Port C


  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , US Treasury Note 0.75% , Fidelity Cent Invt Portfolios , US Treasury Note 1.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ffanx investment picks
  • Holdings: Home Depot Inc , Comcast Corp Class A , TJX Companies , Northrop Grumman Corp , Allstate Corp ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for jrmcx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co , JPMorgan Chase & Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for cisix investment picks
  • Holdings: E-L Financial Corp Ltd , Bank of Hawaii Corp , Trinity Industries Inc , Federated Investors, Inc. Class B , AllianceBernstein Holding L.P. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for rtrkx investment picks
  • Holdings: United Rentals Inc , EnerSys , Parexel International Corp , Trinity Industries Inc , PolyOne Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for stscx investment picks
  • Holdings: E-mini S&P MidCap 400 Index Future Sept14 , Cardinal Health Inc , Discover Financial Services , Ameriprise Financial Inc , Fifth Third Bancorp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for pjppx investment picks
  • Holdings: Invesco Dividend Income R6 , Invesco Core Plus Bond R6 , Invesco Premium Income R6 , Invesco High Yield R6 , Invesco Diversified Dividend R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for alaax investment picks
  • Holdings: Office Depot Inc , SVB Financial Group , Chemtura Corp , UMB Financial Corp , Steelcase Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for miscx investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Oracle Corporation , Schlumberger NV , US Treasury TIP ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for twsax investment picks
  • Holdings: Discovery Communications Inc , Directv , Check Point Software Technologies Ltd , Comcast Corp Class A , UnitedHealth Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for bopcx investment picks
  • Holdings: GMO Emerging Markets V , Lazard Emerging Markets Equity Instl , Aberdeen Emerging Markets Instl Svc , Fidelity┬« Emerging Markets , T. Rowe Price Emerging Markets Stock ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for fsamx investment picks
  • Holdings: Marsh & McLennan Companies Inc , Loews Corp , Gap Inc , Ameriprise Financial Inc , Kohl's Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for jmvzx investment picks
  • Holdings: Starwood Property Trust, Inc. , Energy Transfer Partners LP , Canadian Oil Sands Ltd , Blackstone Mortgage Trust Inc Class A , BAE Systems PLC ,
  • Category: World Stock
Sign-up for tiigx investment picks
  • Holdings: General Electric Co , Verizon Communications Inc , Apple Inc , Chesapeake Engy Pfd 144A , BP PLC ADR ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for cfizx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Chevron Corp , Comcast Corp Class A , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for msdvx investment picks
  • Holdings: SS&C Technologies Holdings Inc , Blackbaud Inc , Carter's Inc , Cadence Design Systems Inc , Sally Beauty Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for jvtax investment picks
  • Holdings: American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Diversified Bd Instl , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for arfdx investment picks
  • Holdings: Wells Fargo & Co , Merck & Co Inc , Chevron Corp , JPMorgan Chase & Co , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for hiadx investment picks
  • Holdings: Johnson & Johnson , Wells Fargo & Co , Chevron Corp , Merck & Co Inc , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for hqirx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , Wells Fargo & Co , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pinvx investment picks
  • Holdings: MSCI EAFE Index Future June14 , E-mini S&P 500 Index Future June14 , Apple Inc , 5 Year US Treasury Note Future Sept14 , Exxon Mobil Corporation ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for teiax investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Intermediate-Term Corp Bd ETF , Vanguard Short-Term Bond ETF , Vanguard Short-Term Corporate Bond ETF ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for jrwox investment picks
  • Holdings: Parnassus Core Equity Institutional , Neuberger Berman Socially Rspns Inst , Touchstone Premium Yield Equity Y , Pax MSCI International ESG Idx Instl , PIMCO Income Instl ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pwccx investment picks
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Funds From: ffanx - Fidelity Asset Manager 40% to pwccx - ESG Managers Growth and Inc Port C
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