Funds From: Symbol/Ticker: uopsx to Symbol/Ticker: us00767h4442


  • Holdings: E-mini NASDAQ 100 Index Future Dec14 , Apple Inc , Microsoft Corp , Google Inc Class C , Gilead Sciences Inc ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Goldcorp Inc , Eldorado Gold Corp , Randgold Resources Ltd ADR , Royal Gold Inc , Tahoe Resources Inc ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 2 Stars
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  • Holdings: Silicon Motion Technology Corp ADR , Apple Inc , Himax Technologies Inc ADR , Taiwan Semiconductor Manufacturing Co Ltd ADR , Plug Power Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Comcast Corp Class A , CVS Health Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: USAA International Institutional , USAA Income Stock Institutional , USAA Value Institutional , USAA Small Cap Stock Institutional , USAA Emerging Markets Institutional ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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  • Holdings: USAA International Institutional , USAA Income Stock Institutional , USAA Value Institutional , USAA Small Cap Stock Institutional , USAA Emerging Markets Institutional ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
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  • Holdings: USAA Short-Term Bond Institutional , USAA Intermediate-Term Bond Instl , USAA Income Institutional , USAA International Institutional , USAA Ultra Short-Term Bond Institutional ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Priceline Group Inc , Illumina Inc , LinkedIn Corp Class A , Vertex Pharmaceuticals Inc , Pharmacyclics Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Bear Market
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  • Category: Bear Market
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  • Holdings: Simon Property Group Inc , Prologis Inc , AvalonBay Communities Inc , Boston Properties Inc , Vornado Realty Trust ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Prologis Inc , AvalonBay Communities Inc , Boston Properties Inc , Vornado Realty Trust ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Prologis Inc , AvalonBay Communities Inc , Boston Properties Inc , Vornado Realty Trust ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for urtbx investment picks
  • Holdings: Simon Property Group Inc , Prologis Inc , AvalonBay Communities Inc , Boston Properties Inc , Vornado Realty Trust ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Prologis Inc , AvalonBay Communities Inc , Boston Properties Inc , Vornado Realty Trust ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: USAA Intermediate-Term Bond Instl , USAA International Institutional , USAA Short-Term Bond Institutional , USAA Income Institutional , USAA Income Stock Institutional ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: USAA International Institutional , USAA Intermediate-Term Bond Instl , USAA Income Stock Institutional , USAA Value Institutional , USAA Emerging Markets Institutional ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Merck & Co Inc , Medtronic Inc , Teva Pharmaceutical Industries Ltd ADR , (L) Ice Cdx.Na.Hy.23 5% 12/20/19 Sellprtctn; No Pmt; Pay Cpn 5.00;effdt09-2 ,
  • Category: Aggressive Allocation
Sign-up for us00767h2123 investment picks
  • Holdings: US Treasury Note 0.375% , Apple Inc , CVS Health Corp , US Treasury Note 1.5% , American International Group Inc ,
  • Category: Moderate Allocation
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  • Category: Long-Term Bond
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: AST AQR Large-Cap , AST QMA Large-Cap , AST International Growth , AST International Value , AST Prudential Core Bond Portfolio ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Trswap: Rms G Index Termination Date: 11/16/2015 Pricing Pull From Bloomber , Trswap: Rms G Index Mat Date 11/16/15 Act-360;monthly; Issue Date: 11/14/14 , Index Swap (Bcom) Index Mat Date 03/15/15, Act/360, Monthly, Non Compoundin , Index Swap (Bcom) Index Total Return Index Swap - Termination Date 03/05/15 , Financial Select Sector SPDR® ETF ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Long-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Long-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , MasterCard Inc Class A , Facebook Inc Class A , Visa Inc Class A , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Citigroup Inc , Berkshire Hathaway Inc Class B , Wells Fargo & Co , JPMorgan Chase & Co , Capital One Financial Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , US Treasury Note 0.75% , US Treasury Note 2.25% , Roche Holding AG Dividend Right Cert. , US Treasury Note 1.625% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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Funds From: Symbol/Ticker: uopsx to Symbol/Ticker: us00767h4442
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