Premium Funds From: vfiax - Vanguard 500 Index Admiral to vtmfx - Vanguard Tax-Managed Balanced Adm


  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Berkshire Hathaway Inc Class A , Google Inc Class C , Google Inc Class A , Wells Fargo & Co , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares iBoxx $ High Yield Corporate Bd , SPDR┬« Barclays High Yield Bond ETF , iShares US Preferred Stock , Wells Fargo & Co New Pfd , Imperial Tobacco Group PLC ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , Merck & Co Inc , Comcast Corp Class A , Chevron Corp , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Vanguard Total Stock Mkt Idx Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Bond Market II Idx Inv , Vanguard Total Intl Bd Idx Investor ,
  • Category: Target Date 2051+
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  • Holdings: Gilead Sciences Inc , Vertex Pharmaceuticals Inc , Celgene Corp , Regeneron Pharmaceuticals Inc , Alexion Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , Merck & Co Inc , Comcast Corp Class A , Chevron Corp , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Money Market-Taxable
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  • Holdings: Merck & Co Inc , Bristol-Myers Squibb Company , UnitedHealth Group Inc , Forest Laboratories Inc , AstraZeneca PLC ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC ADR Class A , BP PLC ADR , Merck & Co Inc , Exelon Corp , Southern Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds EuroPacific Gr R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , S&P 500 Index Future Sept14 , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Next PLC , UnitedHealth Group Inc , Seagate Technology PLC , Microsoft Corp , Best Buy Co Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , S+p500 Emini Fut Sep14 Xcme 20140919 , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Burlington Stores Inc , Nike Inc Class B , Actavis PLC , Endo International PLC , Sprint Corp Series 1 ,
  • Category: Large Blend
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  • Holdings: Micron Technology Inc , Hanesbrands Inc , Omnicare Inc , Delphi Automotive PLC , Discover Financial Services ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 5 Stars
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  • Holdings: iShares MSCI EAFE , iShares Core MSCI EAFE , iShares MSCI Germany , iShares Core MSCI Emerging Market , iShares Core S&P Mid-Cap ,
  • Category: World Allocation
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  • Holdings: Simon Property Group Inc , Public Storage , Equity Residential , Health Care REIT, Inc. , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Shire PLC , Li & Fung Ltd , Lenovo Group Ltd , Gannett Co Inc , eBay Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
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  • Holdings: Royal Dutch Shell PLC ADR Class A , BP PLC ADR , Merck & Co Inc , Exelon Corp , Southern Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Euro-Oat Future Sep14 Xeur 20140908 , Euro-Bund Future Sep14 Xeur 20140908 , SPDR S&P 500 , iShares MSCI Japan , Vanguard FTSE Emerging Markets ETF ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
Sign-up for mfldx investment picks
  • Holdings: United Parcel Service Inc (UPS) Class B , UnitedHealth Group Inc , BG Group PLC , Wal-Mart Stores Inc , Lockheed Martin Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for vdigx investment picks
  • Holdings: Simon Property Group Inc , Public Storage , Equity Residential , Health Care REIT, Inc. , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for fsrvx investment picks
  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
Sign-up for gaiox investment picks
  • Holdings: Vanguard Total Stock Mkt Idx Inv , Vanguard Global Minimum Volatility Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Bond Market II Idx Inv , Vanguard Market Neutral Inv ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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Premium Funds From: vfiax - Vanguard 500 Index Admiral to vtmfx - Vanguard Tax-Managed Balanced Adm
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