Premium Funds From: vwiax - Vanguard Wellesley Income Admiral to pauax - PIMCO All Asset All Authority A


  • Holdings: Microsoft Corp , Wells Fargo & Co , US Treasury Note 1.375% , Merck & Co Inc , Johnson & Johnson ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Health Care REIT, Inc. , United Continental Holdings Inc , AvalonBay Communities Inc , Delphi Automotive PLC , L Brands Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Google Inc , Comcast Corp Class A , Home Depot Inc , ARM Holdings PLC ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Valeant Pharmaceuticals International Inc , Berkshire Hathaway Inc Class A , TJX Companies , Fastenal Co , Berkshire Hathaway Inc Class B ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Oracle Corporation , eBay Inc , Visa Inc Class A , MasterCard Inc Class A , Parker Hannifin Corp ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Home Depot Inc , Comcast Corp Class A , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard Total Bond Market II Idx Inv , Vanguard Total Stock Mkt Idx Inv , Vanguard Shrt-Term Infl-Prot Sec Idx Inv , Vanguard Total Intl Bd Idx Investor , Vanguard Total Intl Stock Index Inv ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Google Inc , Gilead Sciences Inc , Yahoo! Inc , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , Equity Residential , Health Care REIT, Inc. , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 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: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World Gr&Inc R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
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  • Category: Intermediate-Term Bond
  • 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
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  • Holdings: Apple Inc , Salesforce.com Inc , Regeneron Pharmaceuticals Inc , Facebook Inc Class A , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Gold , Galaxy Entertainment Group Ltd. , AIA Group Ltd , Las Vegas Sands Corp , Media Group Holdings Llc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Amgen Inc , Gilead Sciences Inc , Verizon Communications Inc , Philip Morris International Inc , Altria Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Alexion Pharmaceuticals Inc , Union Pacific Corp , Dollar Tree Stores Inc , Google Inc Class A , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , Cepheid , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Coca-Cola Co , Facebook Inc Class A , Google Inc Class C , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , Apple Inc , DISH Network Corp , Sprint Corp Series 1 ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: USAA Income Institutional , USAA Intermediate-Term Bond Instl , USAA Short-Term Bond Institutional , USAA High Income Institutional , USAA International Institutional ,
  • Category: Conservative Allocation
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  • Holdings: Amgen Inc , Gilead Sciences Inc , Verizon Communications Inc , Philip Morris International Inc , Altria Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Comcast Corp Class A , Home Depot Inc , Wells Fargo & Co , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Cabela's Inc , Goldman Sachs Group Inc , FedEx Corp , Berkshire Hathaway Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Credit Suisse Group , BNP Paribas , Honda Motor Co Ltd , Toyota Motor Corp , Daimler AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Linn Energy LLC , Legacy Reserves LP , EV Energy Partners LP , Memorial Production Partners LP , QR Energy LP ,
  • Category: Equity Energy
Sign-up for curax investment picks
  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO Wldwd Fdmtl Advtg AR Strat Instl , PIMCO EMG Intl LowVol RAFIĀ®-PLUS AR Inst ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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Premium Funds From: vwiax - Vanguard Wellesley Income Admiral to pauax - PIMCO All Asset All Authority A
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