Funds From: fvusa001ke - SST Cash Management 2 - Money Market-Taxable to us8085158603 - Schwab Money Market Portfolio™ - Money Market-Taxable


  • Category: Money Market-Taxable
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  • Holdings: Sherwin-Williams Co , Concho Resources Inc , SBA Communications Corp , Electronic Arts Inc , Ametek Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Anthem Inc , First Republic Bank , Altria Group Inc , Harley-Davidson Inc , Watsco Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: CoStar Group Inc , Lands' End Inc , Demandware Inc , Aspen Technology Inc , Pool Corp ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Category: Money Market-Taxable
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  • Holdings: Roche Holding AG Dividend Right Cert. , Bayer AG , Novartis AG , L'Oreal SA , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: CVS Health Corp , Lowe's Companies Inc , 3M Co , Apple Inc , Western Digital Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Money Market-Taxable
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  • Holdings: RidgeWorth Large Cap Growth Stock IS , RidgeWorth Large Cap Value Equity IS , RidgeWorth Total Return Bond IS , RidgeWorth Mid-Cap Value Equity IS , iShares Core S&P 500 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Duke Energy Corporation , Eli Lilly and Co , Exxon Mobil Corporation , Chevron Corp , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Money Market-Taxable
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  • Holdings: Simon Property Group Inc , Host Hotels & Resorts Inc , Public Storage , Duke Realty Corp , SL Green Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for crewx investment picks
  • Holdings: US Treasury Note 1.75% , Apple Inc , US Treasury Note 1% , Exxon Mobil Corporation , US Treasury Note 2.625% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Commonwealth Bank of Australia , China Mobile Ltd , AIA Group Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
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  • Category: Money Market-Taxable
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: United Continental Holdings Inc , Swift Transportation Co , WellCare Health Plans Inc , Endurance Specialty Holdings Ltd , Impax Laboratories Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: The Middleby Corp , Acuity Brands Inc , Acadia Healthcare Co Inc , Trex Co Inc , Watsco Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Lam Research Corp , Synopsys Inc , Teradyne Inc , Synaptics Inc , Broadcom Corp ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Johnson & Johnson , Exxon Mobil Corporation , ConocoPhillips , PNC Financial Services Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Rio Tinto PLC , Glencore PLC , Lundin Mining Corp , Freeport-McMoRan Inc , First Quantum Minerals Ltd ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
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Funds From: fvusa001ke - SST Cash Management 2 - Money Market-Taxable to us8085158603 - Schwab Money Market Portfolio™ - Money Market-Taxable
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