Funds From: ceuax - American Funds Europacific Growth 529 LW to pbfax - PNC Intermediate Bond A Load Waived


  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Prudential PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Comcast Corp Class A , Oracle Corporation , Amgen Inc , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Fin Fut Euro$ Cme 09/14/15 , Erauslt Trs Equity 1ml+35.5 *Bullet* Brc , Fin Fut Euro$ Cme 12/14/15 , Erauslt Trs Equity 1ml+45.5 Jpm , US Treasury Note 2.5% ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: China Construction Bank Corp H Shares , Bank Of China Ltd. H Shares , Hon Hai Precision Ind Co Ltd , Itau Unibanco Holding SA ADR , PetroChina Co Ltd H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Efa Up Trs Equity 3ml-1 *Bullet* Dub , Efa Up Trs Equity 3ml-4 Boa , Irs Usd 1.250 03/18/15-2y Cme , Irs Gbp 1.750 06/17/15-2y* Cme , Irs Usd 1.250 06/17/15-2y Cme ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Google Inc Class A , Google Inc Class C , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P 500 Index Future Sept14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Italy(Rep Of) 4.5% ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Total SA , HSBC Holdings PLC , BP PLC ADR , British American Tobacco PLC , Legrand SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: Mitsubishi Estate Co Ltd , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE , Sun Hung Kai Properties Ltd , Kl├ępierre ,
  • Category: Global Real Estate
  • Morningstar Rating: 1 Stars
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  • Holdings: Novartis AG , Roche Holding AG , Hitachi Ltd , Amcor Ltd , Sekisui Chemical Co., Ltd. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for invyx investment picks
  • Holdings: PL Managed Bond P , PL Short Duration Bond P , PL Large-Cap Value P , PL Inflation Managed P , PL Floating Rate Loan P ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Mondelez International Inc Class A , Gilead Sciences Inc , Citigroup Inc , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Novo Nordisk A/S Class B , Naspers Ltd Class N , Azimut Hldg S.P.A Cv 2.125% , Royal Philips NV ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.875% , iShares Intermediate Credit Bond , US Treasury Note 0.875% , US Treasury Note 2.25% , US Treasury Note 1.625% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for mbnax investment picks
  • Holdings: Netflix Inc , Gilead Sciences Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Russell 2000 Mini Sep14 Imeq 20140919 , Aspen Technology Inc , RF Micro Devices Inc , Graphic Packaging Holding Co , JetBlue Airways Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , ClearBridge Appreciation IS , Legg Mason BW Diversified Lg Cp Val IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Novo Nordisk A/S , Amazon.com Inc , Microsoft Corp , Home Depot Inc , Delta Air Lines Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: PRA Group Inc , Affiliated Managers Group Inc , Bank of the Ozarks Inc , OSI Systems Inc , Eagle Bancorp Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , MIP International Tilts Master Portfolio , iShares TIPS Bond , Master Small Cap Index ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , American Tower Corp , Costco Wholesale Corp , Amazon.com Inc , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Intl Gr Instl , American Century NT Equity Growth Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , General Electric Co , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Forward Emerging Markets Instl , Forward Tactical Enhanced Instl , Forward International Dividend Instl , Forward Real Estate Long/Short Instl , Forward Dynamic Income Institutional ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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Funds From: ceuax - American Funds Europacific Growth 529 LW to pbfax - PNC Intermediate Bond A Load Waived
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