Funds From: SWHGX - Schwab MarketTrack Growth Investor to mawcx - MainStay Epoch US All Cap C


  • Holdings: Schwab S&P 500 Index , Schwab International Index , Schwab Small Cap Index , Schwab Total Bond Market ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Portland General Electric Co , Hersha Hospitality Trust , Ares Capital Corporation , Nu Skin Enterprises Inc Class A , East West Bancorp Inc ,
  • Category: Small Value
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  • Holdings: Portland General Electric Co , Hersha Hospitality Trust , Ares Capital Corporation , Nu Skin Enterprises Inc Class A , East West Bancorp Inc ,
  • Category: Small Value
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  • Holdings: Portland General Electric Co , Hersha Hospitality Trust , Ares Capital Corporation , Nu Skin Enterprises Inc Class A , East West Bancorp Inc ,
  • Category: Small Value
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  • Holdings: Portland General Electric Co , Hersha Hospitality Trust , Ares Capital Corporation , Nu Skin Enterprises Inc Class A , East West Bancorp Inc ,
  • Category: Small Value
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  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE , Boston Properties Inc , Sumitomo Realty & Development Co Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE , Boston Properties Inc , Sumitomo Realty & Development Co Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE , Boston Properties Inc , Sumitomo Realty & Development Co Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE , Boston Properties Inc , Sumitomo Realty & Development Co Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Constellation Brands Inc Class A , Apple Inc , American Express Co , Visa Inc Class A , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Constellation Brands Inc Class A , Apple Inc , American Express Co , Visa Inc Class A , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Constellation Brands Inc Class A , Apple Inc , American Express Co , Visa Inc Class A , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Constellation Brands Inc Class A , Apple Inc , American Express Co , Visa Inc Class A , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Constellation Brands Inc Class A , Apple Inc , American Express Co , Visa Inc Class A , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Constellation Brands Inc Class A , Apple Inc , American Express Co , Visa Inc Class A , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: AT&T Inc , Verizon Communications Inc , CenturyLink Inc , SBA Communications Corp , T-Mobile US Inc ,
  • Category: Communications
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Facebook Inc Class A , MasterCard Inc Class A , Salesforce.com Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Facebook Inc Class A , MasterCard Inc Class A , Salesforce.com Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Facebook Inc Class A , MasterCard Inc Class A , Salesforce.com Inc ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Facebook Inc Class A , MasterCard Inc Class A , Salesforce.com Inc ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Facebook Inc Class A , MasterCard Inc Class A , Salesforce.com Inc ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Facebook Inc Class A , MasterCard Inc Class A , Salesforce.com Inc ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Facebook Inc Class A , MasterCard Inc Class A , Salesforce.com Inc ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: SPDR S&P 500 , Royce Value Trust Common , Adams Express Common , Tri-Continental Corporation Common , iShares S&P 100 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Boeing Co , Oracle Corporation , Time Warner Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Boeing Co , Oracle Corporation , Time Warner Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Boeing Co , Oracle Corporation , Time Warner Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Boeing Co , Oracle Corporation , Time Warner Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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Funds From: SWHGX - Schwab MarketTrack Growth Investor to mawcx - MainStay Epoch US All Cap C
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry