Premium Funds From: acrnx - Columbia Acorn Z to msigx - Oppenheimer Main Street A


  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , Amphenol Corp Class A , Avis Budget Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Enterprise Products Partners LP , Energy Transfer Equity LP , Plains All American Pipeline LP , Regency Energy Partners LP , Sunoco Logistics Partners ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Bond 4.5% , US Treasury Note 3.125% , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Amgen Inc , Netflix Inc , Oracle Corporation , Alexion Pharmaceuticals Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: National Fuel Gas Co , NextEra Energy Inc , Energy Transfer Equity LP , Edison International , Southwest Gas Corp ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Chevron Corp , Comcast Corp Class A , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: General Mills Inc , Heineken NV , Campbell Soup Co , Walgreen Co , Royal Dutch Shell PLC Class B ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Boeing Co , Home Depot Inc , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Sigma-Aldrich Corporation , Exxon Mobil Corporation , Johnson & Johnson , Walt Disney Co , Archer-Daniels Midland Company ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Brazil (Federative Republic Of) 10 01/01/2021 , Uk Conv Gilt 1.25 07/22/2018 , US Treasury Note 2.75% , Germany (Federal Republic Of) 4.25 07/04/2017 , Procter & Gamble Co ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class C , Twenty-First Century Fox Inc Class A , Microsoft Corp , Gilead Sciences Inc , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Merck & Co Inc , Bristol-Myers Squibb Company , UnitedHealth Group Inc , Forest Laboratories Inc , AstraZeneca PLC ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Spdr S+p 500 Etf Trust , iShares MSCI Japan , Vanguard FTSE Emerging Markets ETF , SPDR S&P Retail ETF , Consumer Staples Select Sector ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Citigroup Inc , Chevron Corp , Discover Financial Services , Halliburton Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Celgene Corp , Aetna Inc , Johnson & Johnson , Biogen Idec Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson & Johnson , Pfizer Inc , Merck & Co Inc , Gilead Sciences Inc , Amgen Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Note 1.625% , Fidelity Cent Invt Portfolios , Fidelity Cent Invt Portfolios , US Treasury Note 2% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , HSBC Holdings PLC , Roche Holding AG , Novartis AG , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Johnson & Johnson , Philip Morris International Inc , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Note 1.625% , Fidelity Cent Invt Portfolios , Fidelity Cent Invt Portfolios , US Treasury Note 2% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Johnson & Johnson , Philip Morris International Inc , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Enterprise Products Partners LP , Plains All American Pipeline LP , Williams Companies Inc , Genesis Energy LP , Buckeye Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
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  • Holdings: United Mexican States 7.25% , Mexico(Utd Mex St) 8% , Malaysia (Govt Of) 3.172% , Sri Lanka Rep 6.25% , Samsung Electronics Co Ltd ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for tagbx investment picks
  • Holdings: Vanguard Total Bond Market II Idx Inv , Vanguard Total Intl Bd Idx Investor , Vanguard Total Stock Mkt Idx Inv , Vanguard Total Intl Stock Index Inv ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: BlackRock Bond Index Investor A , BlackRock Russell 1000® Index Investor A , Blackrock ACWI Ex-US Index Investor A , iShares Core MSCI Total Intl Stk , iShares TIPS Bond ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for libkx investment picks
  • Holdings: Apple Inc , Chevron Corp , National Oilwell Varco Inc , Google Inc Class C , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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Premium Funds From: acrnx - Columbia Acorn Z to msigx - Oppenheimer Main Street A
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