Funds From: CTOBX - American Funds College 2021 529-B - Conservative Allocation to speax - Alger Analyst A Load Waived - Mid-Cap Growth


  • Holdings: American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 , American Funds American Mutual R6 , American Funds Washington Mutual R6 , American Funds Global Balanced R6 ,
  • Category: Conservative Allocation
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Naspers Ltd Class N , Hyundai Motor Co ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Schwab S&P 500 Index , Schwab International Index , Schwab Small Cap Index , Schwab Total Bond Market ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Tencent Holdings Ltd. , Hotel Shilla Co Ltd , Sands China Ltd , Minor International PLC DR , Orion Corp (Korea) ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Monsanto Co , BHP Billiton PLC , Potash Corp of Saskatchewan Inc , Rio Tinto PLC , Syngenta AG ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
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  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: China Resources Power Holdings Co Ltd , China Construction Bank Corp H Shares , Vale SA Pfd Shs -A- , Industrial And Commercial Bank Of China Ltd H Shares , OAO Gazprom ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
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  • Holdings: Pimco Cayman Commodity Fund Iv, Ltd , US Treasury TIP , Irs Usd 0.750 06/18/14-2y Cme , Irs Usd 3.750 06/18/14-30y Cme , US Treasury Note 2.75% ,
  • Category: Trading-Inverse Commodities
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
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  • Holdings: Roche Holding AG , Royal Dutch Shell PLC Class B , Novartis AG , CVS Caremark Corp , Bank Bradesco ADR ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Facebook Inc Class A , Amazon.com Inc , Twitter Inc , Google Inc Class C , Mead Johnson Nutrition Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Mitsui Fudosan Co Ltd , Sun Hung Kai Properties Ltd , Sumitomo Realty & Development Co Ltd , Advance Residence Investment Corp , Westfield Corp ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Facebook Inc Class A , Amazon.com Inc , Christian Dior SA , Nestle SA ADR , Eurazeo Ord ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Comcast Corp Class A , PepsiCo Inc , Halliburton Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
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  • Holdings: Petroleum Geo-Services ASA , HHGregg Inc , Gulfport Energy Corp , CNH Industrial NV , News Corp Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Itau Unibanco Holding S.A. , Petroleo Brasileiro SA Petrobras , Ambev SA ADR , America Movil SAB de CV ADR , Grupo de Inversiones Suramericana SA ,
  • Category: Latin America Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Eurazeo Ord , Mandarin Oriental International Ltd , Tamburi Investment Partners SPA , L'Occitane International SA ADR , JHSF Participacoes SA ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 1 Stars
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  • Holdings: SPDR S&P 500 ETF , Altria Group, Inc. , Linear Technology Corp. , Hess Corp. , Kellogg Co. ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
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  • Holdings: HCA Holdings Inc , Actavis PLC , SAP SE ADR , Gilead Sciences Inc , Cigna Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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Funds From: CTOBX - American Funds College 2021 529-B - Conservative Allocation to speax - Alger Analyst A Load Waived - Mid-Cap Growth
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