Funds From: frozx - Franklin OH Tax-Free Inc Adv to omoax - Vivaldi Orinda Macro Opportunities A LW


  • Holdings: Johnson & Johnson , Amcor Ltd , Viacom Inc Class B , United Technologies Corp , Philip Morris International Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd , China Mobile Ltd , China Construction Bank Corp H Shares , AIA Group Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Liberty Global PLC Class C , Canadian Pacific Railway Ltd , ASML Holding NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Canadian Pacific Railway Ltd , ASML Holding NV , Liberty Global PLC Class C , Alibaba Group Holding Ltd ADR , Priceline Group Inc ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Total SA , Daimler AG , Telefonica SA , AstraZeneca PLC , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for jicex investment picks
  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: JHancock Absolute Return Currency R6 , Gotham Absolute Return Institutional , ProShares UltraShort 20+ Year Treasury , Industrial Select Sector SPDR® ETF , Technology Select Sector SPDR® ETF ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
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  • Holdings: Amazon.com Inc , JPMorgan Chase & Co , Bank of America Corporation , Qualcomm Inc , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Puma Biotechnology Inc , Isis Pharmaceuticals , WEX Inc , Team Health Holdings Inc , Graphic Packaging Holding Co ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: United Rentals Inc , Green Plains Inc , NXP Semiconductors NV , B/E Aerospace Inc , Whiting Petroleum Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Deutsche Global Inflation Institutional , Deutsche Core Equity Institutional , Deutsche Equity 500 Index Institutional , Deutsche Core Plus Income Institutional , Deutsche US Bond Index Institutional ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for succx investment picks
  • Holdings: Bayer AG , Roche Holding AG Dividend Right Cert. , Royal Dutch Shell PLC Class A , Novartis AG , Novo Nordisk A/S Class B ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for cqqrx investment picks
  • Holdings: Royal Dutch Shell PLC Class B , iShares MSCI EAFE , HSBC Hldgs (UK) (2nd) , Allianz SE , AXA SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: UIL Holdings Corp , Cray Inc , Capitol Federal Financial Inc , PNM Resources Inc , Entegris Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Harbor Bond Institutional , Harbor High-Yield Bond Instl , Harbor Real Return Instl , Harbor International Institutional , Harbor Unconstrained Bond Instl ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Host Hotels & Resorts Inc , Public Storage , SL Green Realty Corp , Duke Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for CRERX investment picks
  • Holdings: Harbor International Institutional , Harbor Large Cap Value Instl , Harbor International Growth Instl , Harbor Capital Appreciation Instl , Harbor Bond Institutional ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity Advisor® Series Growth & Income , Fidelity® Series Emerging Markets ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
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  • Holdings: LinkedIn Corp Class A , Illumina Inc , Priceline Group Inc , Vertex Pharmaceuticals Inc , Pharmacyclics Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for ELGCX investment picks
  • Holdings: Comcast Corp Class A , Johnson & Johnson , General Electric Co , Occidental Petroleum Corp , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for stwax investment picks
  • Holdings: Verizon Communications Inc , Tyson Foods Inc Class A , Citigroup Inc , Applied Materials Inc , Bristol-Myers Squibb Company ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal Short-Term Income Inst , Principal Core Plus Bond I Institutional , Principal Inflation Protection Inst , Principal Equity Income Inst ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for plspx investment picks
  • Holdings: Apple Inc , Vertex Pharmaceuticals Inc , EOG Resources Inc , Nestle SA ADR , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for JGRWX investment picks
  • Holdings: SPDR® S&P 500 ETF , iShares MSCI EAFE , (S)cme Irs Usd1.250 06-17-15-2y Sell Receiver Swap; No Pmt; 1.2500; Effdt06 , (S)cme Irs Usd1.250 06-17-15-2y Sell Receiver Swap; No Pmt; 1.2500; Effdt06 , Cme Irs Gbp 1.75 12/17/16 Sell Receiver; No Pmt; 1.75; Effdt 6/17/15; Fix=s ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for fvusa04bfi investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , United Technologies Corp , Lowe's Companies Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for jdeax investment picks
  • Holdings: NYSE/Liffe 2 Year US Treasury Note Future Dec14 , Euro-Schatz Fut Dec14 , Mini 10-Year Japanese Govt Bond , 90day Euro$ Futr Jun15 , 3mo Euro Euribor Dec14 ,
  • Category: Multialternative
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Funds From: frozx - Franklin OH Tax-Free Inc Adv to omoax - Vivaldi Orinda Macro Opportunities A LW
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