| Fund category | Fund name | Percentage of Portfolio | Recommended by screen name: |
|---|---|---|---|
| Large-cap value | Vanguard Windsor II (VWNFX) | 5% | Ted |
| Large-cap value | Excelsior Value & Restruct (UMBIX) | 5% | Slick |
| Large-cap blend | Gabelli Growth (GABGX) | 10% | Dan-o |
| Large-cap growth | White Oak Growth (WOGSX) | 5% | Andrea |
| Mid-cap value | Excelsior Value Equity (-) | 5% | Ed |
| Mid-cap blend | Legg Mason Opportunity (LMOPX) | 5% | Mark |
| Mid-cap growth | Invesco Dynamics (FIDYX) | 5% | Lucy |
| Mid-cap growth | T. Rowe Price Mid-Cap Growth (RPMGX) | 5% | Maxpeak |
| Small-cap value | Strong Small Cap Value (SSMVX) | 5% | Red |
| Small-cap blend | Buffalo Small Cap (BUFSX) | 5% | Karl |
| Small-cap growth | Bjurman Micro Cap (BMCFX) | 5% | Neutron |
| International | Masters Select International (MSILX) | 10% | Dimmy |
| Technology | Black Oak (-) | 5% | asmithiii |
| Energy | Icon Energy (ICENX) | 5% | William |
| Financial | T. Rowe Price Financial (PRISX) | 5% | Reddy |
| Real estate | Longleaf Realty (LLREX) | 5% | Taylor |
| Health care | Invesco Health Sciences (FHLSX) | 5% | rono |
| Energy | Fidelity Convertible Securities (FCVSX) | 5% | old timer |
| Total | 100% | ||