Funds From: fcahx - Franklin CA High Yield Municipal C - Muni California Long to iswsx - Voya Solution Income S - Retirement Income


  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
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  • Holdings: FNMA , US Treasury Note 0.25% , FNMA , US Treasury Note 4.625% , US Treasury Note 4.75% ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
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  • Holdings: Fleetcor Technologies, Inc. , Facebook Inc Class A , HCA Holdings Inc , Copa Holdings SA Class A , Time Warner Cable Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Royal Dutch Shell PLC Class A , General Electric Co , Morgan Stanley ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Verizon Communications Inc , Chesapeake Engy Pfd 144A , General Electric Co , Apple Inc , BP PLC ADR ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: S+p500 Emini Fut Sep14 Xcme 20140919 , JPMorgan Chase & Co , Citigroup Inc , Wells Fargo & Co , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Cohen Steers Real Assets Fd Mutual Fund , iShares Gold Trust , Exxon Mobil Corporation , Mitsui Fudosan Co Ltd , BP PLC ,
  • Category: World Allocation
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  • Holdings: Baidu Inc ADR , Grupo Televisa SAB ADR , SK Hynix Inc , Syngenta AG , Pernod Ricard NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Pear Tree PanAgora Risk Prty EMkts Instl , Samsung Electronics Co Ltd , iShares MSCI Emerging Markets , Taiwan Semiconductor Manufacturing Co Ltd , China Construction Bank Corp H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Microsoft Corp , Apple Inc , Nippon Telegraph & Telephone Corp , Mitsubishi UFJ Financial Group Inc , American Airlines Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Celgene Corp , Google Inc Class A , Johnson & Johnson , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Hon Hai Precision Ind Co Ltd , Samsung Electnc Pfd , Shinhan Financial Group Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Blackrock Large Cap Growth Agr , Blackrock Mstr Basic Val Fund Agr , iShares MSCI Japan , iShares US Technology , iShares US Financials ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Tencent Holdings Ltd. , Google Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Calpine Corp , NRG Energy Inc , Edison International , PG&E Corp , National Grid PLC ,
  • Category: Utilities
  • Morningstar Rating: 1 Stars
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  • Holdings: Armstrong World Industries Inc , Teradyne Inc , Matson Inc , Saia Inc , Atlas Pipeline Partners LP ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Triangle Petroleum Corp , LogMeIn Inc , Jiayuan.com International Ltd ADR , Penn Virginia Corp , Immersion Corp ,
  • Category: Small Growth
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  • Holdings: Roche Holding AG , Novo Nordisk A/S , British American Tobacco PLC , Anheuser-Busch Inbev SA , AIA Group Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for gogix investment picks
  • Holdings: Samsung Electronics Co Ltd , Naspers Ltd Class N , HDFC Bank Ltd ADR , China Construction Bank Corp H Shares , Mobile Telesystems OJSC ADR ,
  • Category: Diversified Emerging Mkts
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  • Category: Emerging Markets Bond
Sign-up for us69447t7634 investment picks
  • Holdings: Roche Holding AG , Deutsche Post AG , Total SA , Novartis AG , WPP PLC ,
  • Category: World Allocation
Sign-up for hdavx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Nestle SA , Roche Holding AG , HSBC Holdings PLC , Novartis AG , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: DFA US Core Equity 2 I , DFA International Core Equity I , DFA Emerging Markets Core Equity I , S+p500 Emini Fut Sep14 Xcme 20140919 ,
  • Category: World Stock
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Voya US Bond Index I , Voya Intermediate Bond R6 , VY BlackRock Inflation Protected Bond I , VY T. Rowe Price Capital Appreciation I , Voya Short Term Bond R6 ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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Funds From: fcahx - Franklin CA High Yield Municipal C - Muni California Long to iswsx - Voya Solution Income S - Retirement Income
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