Funds From: tssix - Thornburg Strategic Municipal Income I to dfcfx - LWAS/DFA Two-Year Fixed Income Portfolio


  • Holdings: Merck & Co Inc , Microsoft Corp , General Electric Co , Verizon Communications Inc , Pfizer Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Priceline Group Inc , Amazon.com Inc , LinkedIn Corp Class A , Fastenal Co , Salesforce.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Providence Service Corp , John Wiley & Sons Inc Class A , OFG Bancorp , Air Methods Corp , Belden Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Deluxe Corp , VCA Inc , AmTrust Financial Services Inc , Symetra Financial Corp , American Assets Trust Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell Strategic Bond Y , Russell Short Duration Bond Y , Russell Investment Grade Bond Y , Russell Global Opportunistic Credit Y , Russell Global Equity Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: UnitedHealth Group Inc , Liberty Global PLC Class C , Berkshire Hathaway Inc Class B , Vipshop Holdings Ltd ADR , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: InterDigital Inc , Iconix Brand Group Inc , Minerals Technologies Inc , Manhattan Associates Inc , Rite Aid Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Touchstone Total Return Bond Instl , Touchstone Ultra Short Dur F/I Instl , Touchstone International Value Instl , Touchstone Sands Capital Inst Gr , Touchstone Premium Yield Equity Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: AT&T Inc , Verizon Communications Inc , Comcast Corp Class A , Vodafone Group PLC , BT Group PLC ,
  • Category: Communications
  • Morningstar Rating: 3 Stars
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  • Holdings: Level 3 Communications Inc , InterXion Holding NV , Valeant Pharmaceuticals International Inc , EchoStar Corp , Express Scripts ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for thoax investment picks
  • Holdings: JPMorgan Chase & Co , Chevron Corp , Wells Fargo & Co , Pfizer Inc , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for lsavx investment picks
  • Holdings: Avis Budget Group Inc , Rosetta Resources Inc , iStar Financial Inc , Cimarex Energy Co , HCC Insurance Holdings Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Transamerica Intl Eq Opportunities I2 , Transamerica International I2 , Transamerica International Equity I2 , Transamerica Developing Markets Eq I2 , Transamerica International Small Cap I2 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for ctxbx investment picks
  • Holdings: TIAA-CREF Bond Index Institutional , TIAA-CREF Equity Index Instl , TIAA-CREF Inflation Link Bd Instl , TIAA-CREF International Eq Idx Instl , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for trcix investment picks
  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-07-01 , Apple Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pacax investment picks
  • Holdings: US Treasury Note 0.875% , US Treasury Note 1.625% , Fidelity Cent Invt Portfolios , Fidelity Cent Invt Portfolios , US Treasury Note 2% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ftinx investment picks
  • Holdings: CVS Caremark Corp , Comcast Corp Class A , Apache Corporation , Costco Wholesale Corp , Emerson Electric Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for glsrx investment picks
  • Holdings: Housing Development Finance Corp Ltd , ITC Ltd , ICICI Bank Ltd , HDFC Bank Ltd , Tata Consultancy Services Ltd ,
  • Category: India Equity
  • Morningstar Rating: 1 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , AvalonBay Communities Inc , Boston Properties Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 1 Stars
Sign-up for earex investment picks
  • Holdings: US Treasury Note 0.875% , US Treasury Note 1.625% , JPMorgan Chase & Co , Citigroup Inc , Royal Dutch Shell PLC Class A ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ivipx investment picks
  • Holdings: Simon Property Group Inc , American Tower Corp , Public Storage , Crown Castle International Corp , Prologis Inc ,
  • Category: Trading-Leveraged Equity
Sign-up for repix investment picks
  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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Funds From: tssix - Thornburg Strategic Municipal Income I to dfcfx - LWAS/DFA Two-Year Fixed Income Portfolio
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