Premium Funds From: poskx - PRIMECAP Odyssey Stock to vsmax - Vanguard Small Cap Index Adm


  • Holdings: Eli Lilly and Co , Roche Holding AG , Johnson & Johnson , Amgen Inc , Charles Schwab Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 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: Fidelity Spartan® 500 Index Inv , Fidelity Spartan® International Idx Inv , Fidelity Spartan® US Bond Idx Investor , Fidelity Spartan® Extended Mkt Index Inv ,
  • Category: Aggressive 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: 3 Stars
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  • 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: Equinix Inc , United Rentals Inc , SL Green Realty Corp , Henry Schein Inc , Hanesbrands Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • 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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  • Holdings: Johnson & Johnson , Chevron Corp , 3M Co , Kimberly-Clark Corp , General Electric Co ,
  • Category: Large Blend
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  • Holdings: PIMCO Income Instl , PIMCO EM Fdmtl IndexPLUS AR Strat Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO High Yield Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Actavis PLC , AbbVie Inc , AstraZeneca PLC ADR , Johnson & Johnson , Novartis AG ADR ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Holdings: Alexion Pharmaceuticals Inc , Concho Resources Inc , Google Inc Class A , Google Inc Class C , CarMax Inc ,
  • Category: Large Growth
  • 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: Fidelity® Series Investment Grade Bond F , Fidelity® Series Equity-Income F , Fidelity® Series International Value F , Fidelity® Series International Growth F , Fidelity® Series All-Sector Equity F ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Qualcomm Inc , NXP Semiconductors NV , Google Inc Class C , Google Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Holdings: MasterCard Inc Class A , Priceline Group Inc , Celgene Corp , Google Inc Class C , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: HDFC Bank Ltd ADR , Deutsche Bk Ag ([Wts/Rts]) , Banco Latinoamericano de Comercio Exterior SA Class E , Credicorp Ltd , Tod'S ,
  • Category: Foreign Small/Mid Growth
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR S&P 500 , B/E Aerospace Inc , Michael Kors Holdings Ltd , Stanley Black & Decker Inc , Whiting Petroleum Corp ,
  • Category: Large Growth
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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: SAP SE , BT Group PLC , Essentra PLC , Royal Boskalis Westminster NV , Novo Nordisk A/S ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Royal Dutch Shell PLC ADR Class A , Schlumberger NV , Pioneer Natural Resources Co ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
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  • Holdings: Eastman Chemical Co , Hewlett-Packard Co , Seagate Technology PLC , Pitney Bowes Inc , Avis Budget Group Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for fefax investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Royal Dutch Shell PLC ADR Class A , Schlumberger NV , Pioneer Natural Resources Co ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
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  • Holdings: U.S. Bancorp , 3M Co , Ecolab Inc , Valspar Corp , Schlumberger NV ,
  • Category: Large Blend
  • 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 2026-2030
  • Morningstar Rating: 4 Stars
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  • Holdings: Enbridge Energy Partners LP , Regency Energy Partners LP , Energy Transfer Partners LP , Williams Partners LP , El Paso Pipeline Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
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  • Holdings: American International Group Inc , MetLife Inc , Wells Fargo & Co , Citigroup Inc , NXP Semiconductors NV ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Williams Companies Inc , Targa Resources Corp , Kinder Morgan, Inc. , Plains GP Holdings LP Class A , Kinder Morgan Management LLC ,
  • Category: Energy Limited Partnership
Sign-up for smlpx investment picks
  • Holdings: Salix Pharmaceuticals Ltd , Cooper Companies , Hillshire Brands Co , Gannett Co Inc , Harman International Industries Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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Premium Funds From: poskx - PRIMECAP Odyssey Stock to vsmax - Vanguard Small Cap Index Adm
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