Premium Funds From: logix - Scharf Institutional to vwnex - Vanguard Windsor™ Admiral™


  • Holdings: Allergan Inc , China Mobile Ltd ADR , eBay Inc , Apple Inc , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Julius Baer Gruppe AG , Michael Page International PLC , Konecranes Oyj , Sugi Holdings Co., Ltd. , MTU Aero Engines AG ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: American Tower Corp , Baidu Inc ADR , Crown Castle International Corp , Priceline Group Inc , Liberty Global PLC Class C ,
  • Category: Communications
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Weyerhaeuser Co , Plum Creek Timber Co Inc , Westfield Corp , Sovran Self Storage Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Kroger Co , Home Depot Inc , Walt Disney Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 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: Aggressive Allocation
  • Morningstar Rating: 4 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 2036-2040
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds New Perspective R6 , American Funds Capital World Gr&Inc R6 , American Funds New World R6 , American Funds New Economy R6 ,
  • Category: World Stock
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  • Holdings: Pool Corp , Sothebys Class A , Visa Inc Class A , LKQ Corp , Howard Hughes Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: National Bank of Kuwait SAK , Lucky Cement Ltd , Nigerian Breweries PLC , United Bank Ltd , YPF Sociedad Anonima ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for mfmix investment picks
  • Holdings: PPL Corp , Alliant Energy Corp , Republic Services Inc Class A , Casey's General Stores Inc , Allstate Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Oracle Corporation , Bank of America Corporation , General Motors Co , Nestle SA ADR , US Treasury TIP ,
  • Category: Moderate Allocation
  • 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: Walt Disney Co , Time Warner Inc , Nestle SA , Honeywell International Inc , Thermo Fisher Scientific Inc ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for usawx investment picks
  • Holdings: Illumina Inc , LinkedIn Corp Class A , Intuitive Surgical Inc , Mead Johnson Nutrition Co , AthenaHealth Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity® Series Equity-Income , Fidelity® Series International Growth , Fidelity® Series Growth Company , Fidelity® Series International Value ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for fftwx investment picks
  • Holdings: Facebook Inc Class A , Wells Fargo & Co , Microsoft Corp , Bank of America Corporation , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Nestle SA , Shire PLC , British American Tobacco PLC , Bayer AG ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
Sign-up for fieux investment picks
  • Holdings: US Treasury Note 2.75% , US Treasury Note 1.5% , US Treasury Note 0.375% , US Treasury Note 1.5% , US Treasury Note 0.25% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Category: World Bond
  • Morningstar Rating: 5 Stars
Sign-up for tegbx investment picks
  • Holdings: Whole Foods Market Inc , Ciena Corp , Google Inc Class A , International Business Machines Corp , Actavis PLC ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for dspix investment picks
  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Intl Gr & Inc , T. Rowe Price Equity Index 500 , T. Rowe Price Overseas Stock ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
Sign-up for trrdx investment picks
  • Holdings: Taser International Inc , BJ's Restaurants Inc , 2U Inc , ZELTIQ Aesthetics Inc , The Rubicon Project Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for lmiyx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Amazon.com Inc , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ldlax investment picks
  • Holdings: Wells Fargo & Co , American Express Co , Bank of New York Mellon Corp , Amazon.com Inc , Berkshire Hathaway Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for sladx investment picks
  • Holdings: Standard Chartered PLC , Novartis AG , Roche Holding AG Dividend Right Cert. , Safran SA , Total SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
Sign-up for tbgvx investment picks
  • Holdings: American International Group Inc , Citigroup Inc , MetLife Inc , Bristol-Myers Squibb Company , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for vwnex investment picks
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Premium Funds From: logix - Scharf Institutional to vwnex - Vanguard Windsor™ Admiral™
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