Funds From: trgsx - T. Rowe Price Instl Glbl Focused Gr Eq to dhyax - Dreyfus High Yield Municipal Bond A


  • Holdings: Apple Inc , American Airlines Group Inc , Google Inc , Boeing Co , Amazon.com Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Johnson & Johnson , Wells Fargo & Co , Chevron Corp , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard FTSE Developed Markets ETF , Vanguard S&P 500 ETF , Vanguard International Bond Tr Swap , SPDR® Barclays High Yield Bond ETF , iShares 7-10 Year Treasury Bond ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Columbia High Yield Bond I , Columbia Emerging Markets Bond I , Columbia US Government Mortgage I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: BlackRock Inc , Norfolk Southern Corp , United Parcel Service Inc (UPS) Class B , Stryker Corporation , Omnicom Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , Time Warner Inc , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: RidgeWorth Total Return Bond IS , RidgeWorth Large Cap Growth Stock IS , RidgeWorth Large Cap Value Equity IS , iShares Core US Aggregate Bond , RidgeWorth Mid-Cap Value Equity IS ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Interest Rate Swap , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap ,
  • Category: Multialternative
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  • Holdings: Simon Property Group Inc , Alexandria Real Estate Equities Inc , Acadia Realty Trust , Post Properties Inc , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Icahn Enterprises LP , Texas Pacific Land Trust , Howard Hughes Corp , Onex Corp , Dundee Corp Class A ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
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  • Holdings: Chesapeake Engy Pfd 144A , Verizon Communications Inc , General Electric Co , United Tech , Navistar Intl Corp New 144A Cv 4.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: 5 Year US Treasury Note Future Dec14 , US Treasury Bond 3.125% , Fannie Mae Single Family TBA 4.5% 2044-11-01 , Fed Natl Mort Assc 4.5% , Fannie Mae Single Family TBA 4% 2044-11-01 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares Core MSCI Emerging Markets , US Treasury TIP , Exxon Mobil Corporation , Apple Inc , Gilead Sciences Inc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Holdings: Ross Stores Inc , Markel Corporation , Brookfield Asset Management Inc Class A , Liberty Global PLC Class C , Copart Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: CVS Health Corp , UnitedHealth Group Inc , Microsoft Corp , Anheuser-Busch Inbev SA , Apple Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Ulta Salon Cosmetics & Fragrances Inc , Valero Energy Corp , Verizon Communications Inc , Lennar Corp , Integrys Energy Group Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds Washington Mutual R6 , American Funds American Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds AMCAP R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds US Government Sec R6 , American Funds Interm Bd Fd of Amer R6 , American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 , American Funds American Balanced R6 ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Philip Morris International Inc , Exxon Mobil Corporation , Coca-Cola Co , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for dptax investment picks
  • Holdings: LM Ericsson Telephone Company Class B , McGraw Hill Financial Inc , Walt Disney Co , eBay Inc , Citigroup Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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Funds From: trgsx - T. Rowe Price Instl Glbl Focused Gr Eq to dhyax - Dreyfus High Yield Municipal Bond A
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