Funds From: ibalx - Transamerica Multi-Mgd Balanced A - Large Blend to acacx - AllianceBern Muni Inc CA C


  • Holdings: Apple Inc , US Treasury Note 1.625% , Fed Natl Mort Assc 3.5% , Johnson & Johnson , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd , AIA Group Ltd , Cheung Kong Holdings Ltd , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Amazon.com Inc , Visa Inc Class A , Gilead Sciences Inc , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , Merck & Co Inc , Eli Lilly and Co , Bank of America Corporation , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Category: Long Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Visa Inc Class A , Starbucks Corp , Facebook Inc Class A , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Bank of America Corporation , JPMorgan Chase & Co , Hewlett-Packard Co , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Treehouse Foods Inc , Sonic Corp , PrivateBancorp Inc , Icon PLC , Silicon Laboratories Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsemi Corp , Coherent Inc , Forestar Group Inc , Treehouse Foods Inc , Western Alliance Bancorp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Category: Long Government
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Southwest Airlines Co , Marriott International Inc Class A , Gilead Sciences Inc , Merck & Co Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Naspers Ltd Class N , Cognizant Technology Solutions Corp Class A , Samsung Electronics Co Ltd , MediaTek Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan High Yield R6 , JPMorgan Intrepid International Inst , JPMorgan Realty Income Instl , JPMorgan Mid Cap Equity R6 , JPMorgan Emerging Markets Debt R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Uk Conv Gilt 2.25 09/07/2023 , Mexico (United Mexican States) 10 12/05/2024 , Australia (Commonwealth Of) 2.75 10/21/2019 , US Treasury Note 2% , US Treasury Note 2.375% ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 4 Stars
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Funds From: ibalx - Transamerica Multi-Mgd Balanced A - Large Blend to acacx - AllianceBern Muni Inc CA C
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