Funds From: satmx - Satuit Capital US Emerging Companies to swanx - Schwab Core Equity


  • Holdings: Super Micro Computer Inc , IntraLinks Holdings Inc , US Physical Therapy Inc , NVE Corp , Diversified Restaurant Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Allergan Inc , China Mobile Ltd ADR , eBay Inc , Apple Inc , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for logix investment picks
  • Holdings: Flagstar Bancorp, Inc. , FreightCar America Inc , Aviat Networks Inc , Taylor Morrison Home Corp Class A , First Horizon National Corp ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
Sign-up for scmvx investment picks
  • Holdings: SunTrust Banks Inc , Weatherford International PLC , Marriott International Inc Class A , Bank of America Corporation , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for scmlx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Google Inc Class A , General Electric Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for scnax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Google Inc Class A , General Electric Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for scnax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Google Inc Class A , General Electric Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for scnix investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for sarvx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for sarnx investment picks
  • Category: Long-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for stwtx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Hon Hai Precision Ind Co Ltd , Hyundai Motor Co ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for semvx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Hon Hai Precision Ind Co Ltd , Hyundai Motor Co ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: HSBC Holdings PLC , GlaxoSmithKline PLC , Microsoft Corp , Intel Corp , Apple Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for sqqix investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Nestle SA , Sumitomo Mitsui Financial Group Inc , HSBC Holdings PLC , Bridgestone Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for scvex investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Nestle SA , Sumitomo Mitsui Financial Group Inc , HSBC Holdings PLC , Bridgestone Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for sciex investment picks
  • Holdings: HSBC Holdings PLC , GlaxoSmithKline PLC , AstraZeneca PLC , Merck KGaA , Anglo American PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for sidvx investment picks
  • Holdings: HSBC Holdings PLC , GlaxoSmithKline PLC , AstraZeneca PLC , Merck KGaA , Anglo American PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Category: Long-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for stwlx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for snavx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for snaex investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for sbbvx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for sbbix investment picks
  • Holdings: SPDR® Barclays 1-3 Month T-Bill ETF , Brown & Brown Inc , Parexel International Corp , Berry Plastics Group Inc , iShares Russell 2000 ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for scuvx investment picks
  • Holdings: SPDR® Barclays 1-3 Month T-Bill ETF , Brown & Brown Inc , Parexel International Corp , Berry Plastics Group Inc , iShares Russell 2000 ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for scuix investment picks
  • Holdings: SPDR® Barclays 1-3 Month T-Bill ETF , Berry Plastics Group Inc , Ryder System Inc , Aramark , Parexel International Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for smdvx investment picks
  • Holdings: SPDR® Barclays 1-3 Month T-Bill ETF , Berry Plastics Group Inc , Ryder System Inc , Aramark , Parexel International Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for smdix investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for snxfx investment picks
  • Holdings: Schwab Core Equity , Schwab Total Bond Market , Laudus US Large Cap Growth , Schwab Intermediate-Term Bond , Laudus Small-Cap MarketMasters Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for swobx investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 3 Stars
Sign-up for swcax investment picks
  • Holdings: Apple Inc , Pfizer Inc , PepsiCo Inc , Wells Fargo & Co , Occidental Petroleum Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for swanx investment picks
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Funds From: satmx - Satuit Capital US Emerging Companies to swanx - Schwab Core Equity
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