Funds From: shdax - Western Asset Short Duration Muni Inc A - Muni National Short to sbbax - QS Legg Mason Lifestyle Allocation 50% A - Conservative Allocation


  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: General Electric Co , JPMorgan Chase & Co , Wells Fargo & Co , Chevron Corp , Apache Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Essex Property Trust Inc , General Growth Properties Inc , Prologis Inc , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Brswap ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Apple Inc , Visa Inc Class A , Google Inc Class A , Facebook Inc Class A , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Blackrock Large Cap Growth Agr , Blackrock Mstr Basic Val Fund Agr , iShares US Technology , iShares US Financials , BlackRock Capital Appreciation BlackRock ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
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  • Holdings: St Jude Medical Inc , CareFusion Corp , Verisk Analytics Inc , JM Smucker Co , Zoetis Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Hon Hai Precision Ind Co Ltd , Hyundai Motor Co ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: British American Tobacco PLC , Statoil ASA , Canadian National Railway Co , Hutchison Whampoa Ltd , BP PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Littelfuse Inc , Euronet Worldwide Inc , Cathay General Bancorp , Signature Bank , HCC Insurance Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI EAFE , Toyota Motor Corp , Nestle SA , HSBC Holdings PLC , Novartis AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Voya US Stock Index Port I , Voya US Bond Index Port I , Voya International Index Port I , Voya Russell Mid Cap Index Port I , SPDR® Barclays High Yield Bond ETF ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Royal Dutch Shell PLC Class A , Nestle SA , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: E I du Pont de Nemours & Company , Monsanto Co , Eastman Chemical Co , Praxair Inc , Rock-Tenn Company Class A ,
  • Category: Natural Resources
  • Morningstar Rating: 4 Stars
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  • Holdings: Northern Trust Corp , Electronic Arts Inc , Intuitive Surgical Inc , Microchip Technology Inc , Mead Johnson Nutrition Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Check Point Software Technologies Ltd , Synergy Health PLC , Toyota Motor Corp , Reed Elsevier PLC , Sodexo ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Johnson & Johnson , Chevron Corp , General Electric Co , Wells Fargo & Co ,
  • Category: Large Value
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  • Holdings: BlackRock Russell 1000® Index Investor A , BlackRock Bond Index Investor A , Blackrock ACWI Ex-US Index Investor A , iShares Core MSCI Total Intl Stk , iShares Cohen & Steers REIT ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Cisco Systems Inc , Total SA , CA Inc , Intel Corp , BAE Systems PLC ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , CVS Health Corp , Costco Wholesale Corp , PepsiCo Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Russell 2000 Mini Dec14 Imeq 20141219 , Syntel Inc , Enstar Group Ltd , HSN Inc , Deluxe Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Diversified Dividend R6 , PowerShares FTSE RAFI Dev Mkts ex-US ETF , Invesco International Growth R6 , Invesco Balanced-Risk Allc R6 , Invesco Developing Markets R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , General Electric Co , Pfizer Inc , Procter & Gamble Co , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury TIP , US Treasury TIP , US Treasury Note , US Treasury TIP , US Treasury TIP ,
  • Category: Conservative Allocation
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  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , ClearBridge Appreciation IS , Legg Mason BW Diversified Lg Cp Val IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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Funds From: shdax - Western Asset Short Duration Muni Inc A - Muni National Short to sbbax - QS Legg Mason Lifestyle Allocation 50% A - Conservative Allocation
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