Funds From: tffix - Touchstone Focused Instl - Large Blend to swcax - Schwab CA Tax-Free Bond - Muni California Intermediate


  • Holdings: Bank of New York Mellon Corp , Goldman Sachs Group Inc , Bank of America Corporation , Mondelez International Inc Class A , Abbott Laboratories ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for tffix investment picks
  • Holdings: Exxon Mobil Corporation , Johnson & Johnson , Pfizer Inc , Wells Fargo & Co , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for lsvvx investment picks
  • Holdings: Citigroup Inc , Express Scripts , American International Group Inc , Microsoft Corp , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for mgwax investment picks
  • Holdings: VALIC Company I Stock Index , VALIC Company I Global Real Estate , VALIC Company I Foreign Value , VALIC Company I International Eqs Idx , VALIC Company II Core Bond ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for vaglx investment picks
  • Holdings: American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds AMCAP R6 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for rahtx investment picks
  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pcwpx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
Sign-up for bplbx investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for arcvx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for swbdx investment picks
  • Holdings: Japan Aviation Electronics Industry Ltd , Barratt Developments PLC , Duerr AG , Actelion Ltd , Howden Joinery Group PLC ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 5 Stars
Sign-up for misix investment picks
  • Holdings: JPMorgan Chase & Co , Danaher Corp , Visa Inc Class A , Johnson & Johnson , EMC Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mitcx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mallx investment picks
  • Holdings: WisdomTree LargeCap Dividend ETF , RiverFront Strategic Income ETF , SPDR® Barclays Short Term Hi Yld Bd ETF , WisdomTree Europe Hedged Equity ETF , PIMCO 0-5 Year High Yield Corp Bd ETF ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for rmicx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for noazx investment picks
  • Holdings: Simon Property Group Inc , American Tower Corp , Equity Residential , Boston Properties Inc , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for nbrix investment picks
  • Holdings: China CNR Corp Ltd Class H , Baidu Inc ADR , Bayer AG , Alimentation Couche-Tard Inc , Canadian Pacific Railway Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for nbqax investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
Sign-up for aedsx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
Sign-up for susax investment picks
  • Holdings: MSCI EAFE Index Future Dec14 , MSCI Emerging Market Index Future Dec14 , Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for fsggx investment picks
  • Holdings: VCA Inc , Landstar System Inc , Ritchie Bros Auctioneers Inc , RE/MAX Holdings Inc Class A , Snyders-Lance Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for fovax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for wltax investment picks
  • Holdings: Apple Inc , Allergan Inc , Biogen Idec Inc , Walt Disney Co , Northrop Grumman Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for fgsrx investment picks
  • Holdings: Alcoa Inc , Allstate Corp , Prudential Financial Inc , Citigroup Inc , MetLife Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for flcrx investment picks
  • Holdings: Johnson & Johnson , Wells Fargo & Co, San Francisco Ca Pfd , Exxon Mobil Corporation , Bk Amer Pfd , Intel Cv 2.95% ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for aeyix investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
Sign-up for gwpfx investment picks
  • Holdings: Guggenheim Strategy I , Apple Inc , E-mini S&P 500 Index Future Dec14 , Microsoft Corp , Exxon Mobil Corporation ,
  • Category: Trading-Leveraged Equity
Sign-up for ryanx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for bhycx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for jmbax investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for vklmx investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 3 Stars
Sign-up for swcax investment picks
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Funds From: tffix - Touchstone Focused Instl - Large Blend to swcax - Schwab CA Tax-Free Bond - Muni California Intermediate
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