Funds From: esecx - Eaton Vance Atlanta Capital Sel Eq C - Large Growth to pctcx - Putnam CA Tax Exempt Income C - Muni California Long


  • Holdings: TJX Companies , Markel Corporation , Wal-Mart Stores Inc , Berkshire Hathaway Inc Class B , Health Care Select Sector SPDR® ETF ,
  • Category: Large Growth
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  • Holdings: Enbridge Energy Partners LP , Leggett & Platt Inc , Occidental Petroleum Corp , Hasbro Inc , Norfolk Southern Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Naspers Ltd Class N , Cognizant Technology Solutions Corp Class A , MediaTek Inc , Housing Development Finance Corp Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Intel Corp , Nike Inc Class B , Exxon Mobil Corporation , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR® S&P Biotech ETF , Carmike Cinemas Inc , Physicians Realty Trust , Callon Petroleum Co , Move Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Total SA , AIA Group Ltd , Nestle SA , Givaudan SA , Bridgestone Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for vicfx investment picks
  • Holdings: Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Small Cap Equity Y , Russell US Dynamic Equity Y , Russell US Core Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for relex investment picks
  • Holdings: Voya US Stock Index I , Voya International Index I , Voya Russell Mid Cap Index I , Voya Emerging Markets Index I , Voya Russell Small Cap Index I ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: Seek Ltd , Myriad Genetics Inc , Parexel International Corp , Renishaw PLC , Coloplast Class B ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
Sign-up for entix investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , British American Tobacco PLC , Nestle SA , Reckitt Benckiser Group PLC , Philip Morris International Inc ,
  • Category: Europe Stock
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: S&P Canada 60 Index Future Dec14 , Kubota Corp , Murata Mfg Co Ltd , Statoil ASA , Toronto-Dominion Bank ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Dr Pepper Snapple Group Inc , International Business Machines Corp , Symantec Corp , Intel Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: American High-Income Municipal Bond R-6 , American Funds Tax Exempt Bond R-6 , American Funds Capital World Gr&Inc R6 , American Funds Washington Mutual R6 ,
  • Category: Conservative Allocation
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  • Category: High Yield Bond
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  • Holdings: PPL Corp , NextEra Energy Inc , Comcast Corp Class A , Williams Companies Inc , NRG Energy Inc ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
Sign-up for mmugx investment picks
  • Holdings: Exxon Mobil Corporation , Schlumberger NV , Chevron Corp , Occidental Petroleum Corp , Halliburton Co ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for ignwx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for asbcx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
Sign-up for cebyx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Verizon Communications Inc , International Business Machines Corp , Coca-Cola Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for irlax investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Taiwan Semiconductor Manufacturing Co Ltd ADR , CVS Health Corp , British American Tobacco PLC , Philip Morris International Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for gllsx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
Sign-up for pcicx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 5 Stars
Sign-up for mmhax investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for pbcax investment picks
  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
Sign-up for pctcx investment picks
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Funds From: esecx - Eaton Vance Atlanta Capital Sel Eq C - Large Growth to pctcx - Putnam CA Tax Exempt Income C - Muni California Long
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