Funds From: viigx - Vanguard Interm-Tm Govt Bd Idx I to pmbax - JPMorgan Tax Free Bond A


  • Holdings: Equity Lifestyle Properties Inc , Acadia Realty Trust , MFA Financial Inc , Excel Tr Pfd , Standard Pac Corp New 8.375% ,
  • Category: Real Estate
  • Morningstar Rating: 1 Stars
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  • Holdings: Celgene Corp , Visa Inc Class A , Facebook Inc Class A , Actavis PLC , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Lcmfsdb Fund Limted , FHLMC 2% , FNMA 0.5% , Fifth Third Auto Tr 2014-3 FRN , Citigroup 6.125% ,
  • Category: Managed Futures
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , CVS Health Corp , Microsoft Corp , Costco Wholesale Corp , PepsiCo Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , S+p500 Emini Fut Mar15 Xcme 20150320 , Wells Fargo & Co , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Suncor Energy Inc , Citigroup Inc , UnitedHealth Group Inc , Cardinal Health Inc , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Russell 2000 Mini Mar15 Imeq 20150320 , First Horizon National Corp , American Axle & Mfg Holdings Inc , Vishay Intertechnology Inc , Synovus Financial Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: VeriFone Systems Inc , Sun Communities Inc , Taser International Inc , Westinghouse Air Brake Technologies Corp , Capella Education Co ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Afes Fund Limited Cfc , FNMA 3% , FNMA 3.5% , FNMA 3% , US Treasury Bond 3.625% ,
  • Category: Managed Futures
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , American International Group Inc , Best Buy Co Inc , Zoetis Inc , CME Group Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Actavis PLC , Apple Inc , Amgen Inc , JPMorgan Chase & Co , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: GMO International Equity IV , GMO Emerging Markets VI , State Street Euro Dlr Time Dep State Street Euro Dlr Time De ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Sanofi , British American Tobacco PLC , Allianz SE , Westpac Banking Corp , National Grid PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Guggenheim Strategy III , Guggenheim Strategy Ii , Guggenheim Strategy I , Msswap , Hsi Asset Sec Tr 2007-Wf1 FRN ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Russell 2000 Mini Dec14 Imeq 20141219 , Prosperity Bancshares, Inc. , CubeSmart , The GEO Group Inc , PrivateBancorp Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Loomis Sayles Bond Instl , American Funds AMCAP A , iShares Core S&P 500 , Dodge & Cox Income , JPMorgan Value Advantage Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Incyte Corp Ltd , Netflix Inc , Domino's Pizza Inc , AA PLC , Triquint Semiconductor ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for scwbx investment picks
  • Holdings: iShares 3-7 Year Treasury Bond , SPDR® Barclays Intermediate Term Trs ETF , WisdomTree Europe Hedged Equity ETF , RiverFront Strategic Income ETF , SPDR® Barclays Short Term Hi Yld Bd ETF ,
  • Category: Conservative Allocation
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  • Holdings: Apple Inc , Microsoft Corp , Valeant Pharmaceuticals International Inc , Willis Group Holdings PLC , Whirlpool Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , MIP International Tilts Master Portfolio , iShares TIPS Bond , Russell 1000 Index Master ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Holdings: Anheuser-Busch Inbev SA , Lloyds Banking Group PLC , Roche Holding AG Dividend Right Cert. , Novartis AG , Novo Nordisk A/S Class B ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Cisco Systems Inc , Frontier Communications Corp Class B , Merck & Co Inc , Bristol-Myers Squibb Company , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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Funds From: viigx - Vanguard Interm-Tm Govt Bd Idx I to pmbax - JPMorgan Tax Free Bond A
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