Funds From: cwgix - American Funds Capital World Gr&Inc A - Large Blend to sieax - SunAmerica Intl Div Strat A - Large Value


  • Holdings: Amgen Inc , Novartis AG , Altria Group Inc , Bayer AG , Gilead Sciences Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Naspers Ltd Class N , Nestle SA , Rakuten, Inc. , MISUMI Group Inc. , Novo Nordisk A/S ADR ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Eurazeo Ord , Mandarin Oriental International Ltd , Tamburi Investment Partners SPA , L'Occitane International SA ADR , Just Eat PLC ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Master Value Opportunities Llc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: First American Financial Corp , Stanley Black & Decker Inc , Western Union Co , Bristow Group Inc , Interpublic Group of Companies, Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: CVS Health Corp , Apple Inc , Gilead Sciences Inc , Lowe's Companies Inc , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Amgen Inc , Wells Fargo & Co , FedEx Corp , Johnson & Johnson ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Liberty Interactive Corp Class A , Iron Mountain Inc , Clean Harbors Inc , Actavis PLC , Intuitive Surgical Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Alliance Data Systems Corp , Southwest Airlines Co , NVIDIA Corp , Applied Materials Inc , Illumina Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Novartis AG , Royal Dutch Shell PLC Class A , Allianz SE , ORANGE , Roche Holding AG Dividend Right Cert. ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp , Novartis AG , BHP Billiton PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Fed Natl Mort Assc 4.5% , Fed Natl Mort Assc 4% , Oppenheimer Ultra-Short Duration Y , Fed Natl Mort Assc 3.5% , PPL Corp ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Toyota Motor Corp , HSBC Holdings PLC , Roche Holding AG Dividend Right Cert. , AIA Group Ltd , Unilever NV DR ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 1 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 4 Stars
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  • Holdings: Prudential PLC , Glencore PLC , Sampo Oyj Class A , AIA Group Ltd , Bayer AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Canadian Pacific Railway Ltd , Applied Materials Inc , Bank of America Corporation , Citigroup Inc , Shire PLC ADR ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Wells Fargo & Co , Express Scripts ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Glenmede Philadelphia Intl Emg Mkts IV , HSBC Holdings PLC , Novartis AG , Toyota Motor Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Pegatron Corp , Oi Sa Pfd , Emlak Konut Gayrimenkul Yatirim Ortakligi AS , Bank Of Communications Co Ltd , Bouygues ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
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Funds From: cwgix - American Funds Capital World Gr&Inc A - Large Blend to sieax - SunAmerica Intl Div Strat A - Large Value
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