Funds From: plbcx - PL Floating Rate Income C to dcmsx - DFA Commodity Strategy I


  • Holdings: American Funds American Mutual R6 , American Funds Capital Inc Bldr R6 , American Funds American Hi Inc Tr R6 , American Funds Inc Fund of Amer R6 , American Funds US Government Sec R6 ,
  • Category: Conservative Allocation
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: America Movil, S.A.B. de C.V. ADR , Ambev SA ADR , Itau Unibanco Holding S.A. , Petroleo Brasileiro SA Petrobras , Fomento Economico Mexicano SAB de CV ADR ,
  • Category: Latin America Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Middleby Corporation , Acuity Brands Inc , Insulet Corporation , Fluidigm Corporation , Envestnet, Inc. ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity Advisor® International Discv I , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , US Treasury Note 0.25% , Merck & Co Inc , US Treasury Note 1.25% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: ING US Bond Index Port I , ING Intermediate Bond R6 , ING BlackRock Infl-Prot Bd Port I , ING T. Rowe Price Cap Apprec Port I , ING Short Term Bond R6 ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corporation , Google, Inc. Class A , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Google, Inc. Class A , SOFTBANK Corp , Visa, Inc. Class A , priceline.com Incorporated , Precision Castparts Corp. ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: MasterCard Incorporated Class A , Partners Group Holding , Constellation Software Inc. , Valeant Pharmaceuticals International Inc , Dollarama, Inc. ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: First NBC Bank Holding Co , Fabrinet , Patriot Transportation Holdings, Inc. , Biglari Holdings, Inc. , Winthrop Realty Trust, Inc. ,
  • Category: Small Blend
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  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO EM Fdmtl IndexPLUS AR Strat Instl , PIMCO Income Instl , PIMCO Emerging Markets Currency Instl , PIMCO Emerging Local Bond Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Visa, Inc. Class A , Apple Inc , Celgene Corporation , Microsoft Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: PPL Corp , Torchmark Corporation , Raymond James Financial Inc , First Republic Bank (San Francisco, CA) , Tyco International Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.25% , US Treasury Note 0.375% , US Treasury Note 2.75% , US Treasury Note 2.125% , US Treasury Note 0.625% ,
  • Category: Retirement Income
  • Morningstar Rating: -1 Stars
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  • Holdings: iShares Russell 2000 Growth , Manhattan Associates, Inc. , Tenneco Inc , DexCom, Inc. , SunEdison Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Amazon.com Inc , Home Depot, Inc. , Microsoft Corporation , Wells Fargo & Co , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , General Electric Co , Viacom, Inc. Class B , eBay Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Russell 2000 Mini Dec13 Rtaz3 , CoStar Group, Inc. , AthenaHealth, Inc. , Acuity Brands Inc , Middleby Corporation ,
  • Category: Small Blend
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  • Holdings: Google Inc Class A , Salesforce.com, Inc. , Apple Inc , Facebook Inc Class A , Regeneron Pharmaceuticals, Inc. ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Avis Budget Group Inc , iStar Financial, Inc. , Rosetta Resources, Inc. , HCC Insurance Holdings Inc. , DST Systems, Inc. ,
  • Category: Small Value
  • Morningstar Rating: -1 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , American Express Co , Capital One Financial Corp , Medtronic, Inc. ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Dimensional Cayman Commodity F Dfa Cayman Commodity Fund I L , FNMA 1.375% , US Treasury Note 0.875% , FNMA 0.5% , Neder Waterschapsbank Sr Unsecured Regs 09/16 2.125 ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
Sign-up for dcmsx investment picks
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Funds From: plbcx - PL Floating Rate Income C to dcmsx - DFA Commodity Strategy I
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