Funds From: cbacx - AB Global Risk Allocation C - Large Blend to clfbx - Invesco CA Tax-Free Income B


  • Holdings: US Treasury TIP , Norway(Kingdom Of) 3.75% , Japan(Govt Of) 0.1% , Germany (Federal Republic Of) 1.89827% , New Zealand(Govt) 6% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: DineEquity Inc , Heartland Payment Systems Inc , j2 Global Inc , MSCI Inc , Sally Beauty Holdings Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Applied Materials Inc , Citigroup Inc , Bank of America Corporation , Medtronic Inc , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: CGI Group Inc Class A , Teva Pharmaceutical Industries Ltd ADR , Novartis AG , AXA SA , Toyota Motor Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: E-Mini S&P 500 , Nabors Industries Ltd , Denbury Resources Inc , Red Hat Inc , The ADT Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Enbridge Inc , Kinder Morgan, Inc. , American Tower Corp , Crown Castle International Corp , TransCanada Corp ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , American Express Co , Bank of New York Mellon Corp , Markel Corporation , Visa Inc Class A ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Holdings: Commonwealth Bank of Australia , Toyota Motor Corp , Industrial And Commercial Bank Of China Ltd H Shares , Axis Bank Ltd , Mitsubishi UFJ Financial Group Inc ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 1 Stars
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  • Holdings: Biogen Idec Inc , Amgen Inc , Eli Lilly and Co , Southwest Airlines Co , Biomarin Pharmaceutical Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Universal Electronics Inc , Columbus McKinnon Corp , Kona Grill Inc , Rentrak Corp , Tyler Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Gilead Sciences Inc , Facebook Inc Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Henry Schein Inc , United Rentals Inc , SL Green Realty Corp , Mead Johnson Nutrition Co , Universal Health Services Inc Class B ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Office Depot Inc , SVB Financial Group , Emergent BioSolutions Inc , Steelcase Inc , Jabil Circuit Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: BlackRock Master Basic Value LLC ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Anadarko Petroleum Corp , Concho Resources Inc , Schlumberger NV , Noble Energy Inc , EOG Resources Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
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  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , British American Tobacco PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Micron Tech Cv 2.125% , Intel Cv 3.25% , Bk Amer Pfd , Centerpoint Engy Pfd , Salesforce Com Cv 0.25% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for phikx investment picks
  • Holdings: Gilead Sciences Cv 1.625% , Micron Tech Cv 3% , Palo Alto Networks 144A Cv , Salesforce Com Cv 0.25% , Omnicare Cv 3.5% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for cnsbx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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Funds From: cbacx - AB Global Risk Allocation C - Large Blend to clfbx - Invesco CA Tax-Free Income B
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