Funds From: gaibx - American Funds Gr and Inc Port B - Aggressive Allocation to aweix - AT Disciplined Equity Institutional - Large Growth


  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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  • Holdings: E-mini NASDAQ 100 Index Future Sept14 ,
  • Category: Bear Market
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Oversea-Chinese Banking Corp Ltd , Samsung Electnc Pfd , Jardine Strategic Holdings Ltd , HSBC Holdings PLC , Swire Pacific Ltd Class A ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
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  • Holdings: Tencent Holdings Ltd. , Ping An Insurance Group H Shares , China Mobile Ltd , China Petroleum & Chemical Corp H Shares , Tingyi (Cayman Islands) Holding Corp ,
  • Category: China Region
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Bond Market Index Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , Prologis Inc , Host Hotels & Resorts Inc , Health Care REIT, Inc. ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Allergan Inc , Comcast Corp Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: LyondellBasell Industries NV , Sanofi ADR , Apple Inc , Bank of America Corporation , Symantec Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG , Prudential PLC , AIA Group Ltd , British American Tobacco PLC , Nestle SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Apple Inc , Exxon Mobil Corporation , Visa Inc Class A , Biogen Idec Inc ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
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  • Holdings: HKT Trust and HKT Ltd , Westpac Banking Corp , BOC Hong Kong Holdings Ltd , Covidien PLC , Total SA ,
  • Category: World Stock
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  • Holdings: Gilead Sciences Inc , Apple Inc , Exxon Mobil Corporation , Visa Inc Class A , Biogen Idec Inc ,
  • Category: Target Date 2051+
  • Morningstar Rating: 1 Stars
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  • Holdings: Eldorado Gold Corp , Randgold Resources Ltd ADR , Royal Gold Inc , New Gold Inc , Franco-Nevada Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Live Nation Entertainment Inc , Facebook Inc Class A , International Paper Co , Time Warner Cable Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: HSBC Holdings PLC , Roche Holding AG , ING Groep N.V. , BHP Billiton PLC , BNP Paribas ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Fin Fut Euro$ Cme 09/14/15 , Fin Fut Euro$ Cme 12/14/15 , Efa Up Trs Equity 3ml+30 *Bullet* Bps , Efa Up Trs Equity 3ml+8 Gst , Efa Up Trs Equity 3ml+27 Jpm ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , General Electric Co , Microsoft Corp , Procter & Gamble Co , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Greencore Group PLC , Tencent Holdings Ltd. , Teva Pharmaceutical Industries Ltd ADR , Toyota Motor Corp , Roche Holding AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Gilead Sciences Inc , Oracle Corporation , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Novartis AG ADR , Roche Holding AG ADR , BHP Billiton Ltd ADR , HSBC Holdings PLC ADR , Toyota Motor Corp ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 5 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Express Scripts , Oracle Corporation , General Electric Co , Automatic Data Processing ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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Funds From: gaibx - American Funds Gr and Inc Port B - Aggressive Allocation to aweix - AT Disciplined Equity Institutional - Large Growth
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