Funds From: FHRLX - Fidelity Advisor Stock Sel All Cp B - Large Growth to alqpx - AllianzGI China Equity P - China Region


  • Holdings: Apple Inc , Exxon Mobil Corporation , Chevron Corp , British American Tobacco PLC ADR , Microsoft Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Note 0.375% , US Treasury Note 1.375% , US Treasury TIP 2.5% , US Treasury Note 1.25% , US Treasury TIP 1.125% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , SL Green Realty Corp , Unibail-Rodamco SE , Essex Property Trust Inc , Mitsui Fudosan Co Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Carrefour , Thermo Fisher Scientific Inc , Morgan Stanley , LyondellBasell Industries NV ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 2.75% , Danaher Corp , United Technologies Corp , Marsh & McLennan Companies Inc , UnitedHealth Group Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , General Electric Co , Pfizer Inc , Merck & Co Inc , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard REIT Index ETF , Real Return Funds , iShares MSCI EAFE , Vanguard Total Stock Market ETF , US Treasury TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Eclat Textile Co Ltd , Kingspan Group PLC , 3i Ord , Nachi-Fujikoshi Corp. , Kansai Paint Co., Ltd. ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: McGraw Hill Financial Inc , Cummins Inc , Ameriprise Financial Inc , Adobe Systems Inc , Cabot Oil & Gas Corp Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 1 Stars
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  • Holdings: iShares 20+ Year Treasury Bond , iShares National AMT-Free Muni Bond , PowerShares DB Commodity Index Tracking , iShares Russell 1000 , PowerShares DB Gold ,
  • Category: Tactical Allocation
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  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Russell 2000 , Sanchez Energy Corp , Rice Energy Inc , Air Lease Corp Class A , Mitel Networks Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , iShares Core MSCI Emerging Market , Gilead Sciences Inc , Visa Inc Class A , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: The Carlyle Group L P , Blackstone Group LP , Terex Corp , eBay Inc , Express Scripts ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Credit Suisse Group , Taiwan Semiconductor Manufacturing Co Ltd , WPP PLC , Capita PLC , AIA Group Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Agms Fund Limited Cfc , Brevan Howard Inv Emerg Mkts Lcl FI A$ ,
  • Category: Managed Futures
  • Morningstar Rating: 1 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 3 Stars
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  • Holdings: Tencent Holdings Ltd. , China Minsheng Banking Corp Ltd H Shares , Ping An Insurance Group H Shares , PetroChina Co Ltd H Shares , Beijing Enterprises Holdings Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
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Funds From: FHRLX - Fidelity Advisor Stock Sel All Cp B - Large Growth to alqpx - AllianzGI China Equity P - China Region
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