Funds From: taftx - American Funds Tax-Exempt CA A LW - Muni California Long to rblax - Russell LifePoints Balanced Strateg A LW - Moderate Allocation


  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Universal Health Services Inc Class B , SanDisk Corp , Affiliated Managers Group Inc , IHS Inc Class A , VF Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: Long Government
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Royal Dutch Shell PLC Class A , General Electric Co , Morgan Stanley ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG , Eni SpA ADR , DNB ASA , Heineken Holding NV , Hitachi Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Russell Mid-Cap Value , iShares MSCI EMU , PowerShares S&P 500 High Beta ETF , iShares MSCI Spain Capped , iShares MSCI Brazil Capped ,
  • Category: Long/Short Equity
  • Morningstar Rating: 1 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: DFA US Core Equity 1 I , DFA International Core Equity I , DFA Emerging Markets Core Equity I , DFA US Large Company I , DFA Large Cap International I ,
  • Category: World Stock
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  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO Income Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO Wldwd Fdmtl Advtg AR Strat Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: T. Rowe Price Group Inc , Biogen Idec Inc , Blackstone Group LP , BB&T Corp , Freeport-McMoRan Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Timothy Plan International A , Timothy Plan Large/Mid Cap Growth A , Timothy Plan Large/Mid Cap Value A , Timothy Plan High Yield Bond A , Timothy Plan Defensive Strategies A ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Avis Budget Group Inc , Rosetta Resources Inc , iStar Financial Inc , HCC Insurance Holdings Inc , Navigators Group ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Celgene Corp , Teva Pharmaceutical Industries Ltd ADR , Actavis PLC , Cubist Pharmaceuticals Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Naspers Ltd Class N , Roche Holding AG , Sanofi , Lafarge Sa , Hewlett-Packard Co ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Markel Corporation , Ross Stores Inc , Brookfield Asset Management Inc Class A , Brown & Brown Inc , Copart Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , Western Asset Core Plus Bond IS , ClearBridge Appreciation IS , ClearBridge Aggressive Growth IS ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Berkshire Hathaway Inc Class B , JPMorgan Chase & Co , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Dreyfus/Newton International Equity I , Dreyfus International Eq I , Dreyfus International Stock I , Dreyfus International Value I , Dreyfus Emerging Markets I ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: CVS Health Corp , Anheuser-Busch Inbev SA , Citrix Systems Inc , Microsoft Corp , CIT Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Russell Strategic Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Core Equity Y , Russell US Dynamic Equity Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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Funds From: taftx - American Funds Tax-Exempt CA A LW - Muni California Long to rblax - Russell LifePoints Balanced Strateg A LW - Moderate Allocation
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