Funds From: cfibx - American Funds College 2015 529-B - Conservative Allocation to afdax - American Century Fundamental Equity A LW - Large Blend


  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds Mortgage R6 , American Funds Bond Fund of Amer R6 , American Funds ST Bd Fd of America R6 , American Funds Inc Fund of Amer R6 ,
  • Category: Conservative Allocation
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  • Holdings: Simon Property Group Inc , Boston Properties Inc , SL Green Realty Corp , Vornado Realty Trust , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: American International Group Inc , Teva Pharmaceutical Industries Ltd ADR , Bunge Ltd , KB Financial Group Inc ADR , MS&AD Insurance Group Holdings Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
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  • Holdings: Gilead Sciences Inc , Biogen Idec Inc , Celgene Corp , Amgen Inc , Medivation Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Actavis PLC , Ecolab Inc , MasterCard Inc Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Manhattan Associates Inc , Packaging Corp of America , Hanesbrands Inc , Jazz Pharmaceuticals PLC , CorVel Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: General Dynamics Corp , AbbVie Inc , Apple Inc , British American Tobacco PLC ADR , Edison International ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P 500 Index Future Sept14 , Johnson & Johnson , Exxon Mobil Corporation , Intel Cv 2.95% , Bk Amer Pfd ,
  • Category: Tactical Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares Russell Mid-Cap Value , Northern Trust Corp , American Campus Communities Inc , Corning Inc , Comerica Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: H&E Equipment Services Inc , Ultimate Software Group Inc , Buffalo Wild Wings Inc , Guidewire Software Inc , Monolithic Power Systems Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Compass Group PLC , Bayer AG , Novartis AG , Prudential PLC , Toronto-Dominion Bank ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Merck & Co Inc , Verizon Communications Inc , Lorillard Inc , Microsoft Corp , Intel Corp ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares MSCI ACWI , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Suncor Energy Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: DFA International Small Cap Value I , Roche Holding AG Dividend Right Cert. , Novartis AG , Glencore PLC , Reckitt Benckiser Group PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: SSgA Government Money Market Fund , Utilities Select Sector SPDR® ETF , Unilever PLC ADR , iShares Russell 1000 Value , Royal Dutch Shell PLC ADR Class B ,
  • Category: Market Neutral
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , Chevron Corp , Exxon Mobil Corporation , BHP Billiton PLC , ConocoPhillips ,
  • Category: Commodities Broad Basket
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , US Treasury Note 1.625% , US Treasury Note 0.25% , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Apple Inc , Wells Fargo & Co , JPMorgan Chase & Co , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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Funds From: cfibx - American Funds College 2015 529-B - Conservative Allocation to afdax - American Century Fundamental Equity A LW - Large Blend
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