Funds From: rfhtx - American Funds 2045 Trgt Date Retire R6 to swcax - Schwab CA Tax-Free Bond


  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 5 Stars
Sign-up for rfhtx investment picks
  • Holdings: iShares MSCI EAFE , Toyota Motor Corp , HSBC Holdings PLC , Novartis AG , Nestle SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
Sign-up for myiix investment picks
  • Holdings: E-mini S&P 500 Index Future Dec14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme (Red) 12/14/15 , Fin Fut Euro$ Cme (Red) 03/14/16 ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for pstkx investment picks
  • Holdings: Berry Plastics Group Inc , BankUnited Inc , Entravision Communications Corp , Mentor Graphics Corp , Evertec Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for acvix investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Procter & Gamble Co , Johnson & Johnson , E-mini S&P 500 Index Future Mar15 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ftsdx investment picks
  • Holdings: iShares MSCI EAFE , Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pidix investment picks
  • Holdings: Universal Health Services Inc Class B , Precision Castparts Corp , EOG Resources Inc , MasterCard Inc Class A , Check Point Software Technologies Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for wpfrx investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl , Nationwide Portfolio Complt Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for nwobx investment picks
  • Holdings: Intercontinental Exchange Inc , Mylan Inc , W W Grainger Inc , Kate Spade & Co , Whole Foods Market Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for ggosx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for lcatx investment picks
  • Holdings: Home Depot Inc , Southwest Airlines Co , Comcast Corp Class A , Northrop Grumman Corp , Actavis PLC ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for jrmcx investment picks
  • Holdings: Principal Income Instl , Principal Government & High Qual Bd Inst , Principal Short-Term Income Inst , Principal Equity Income Inst , Principal Large Cap Growth Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pcbjx investment picks
  • Holdings: China Construction Bank Corp H Shares , Taiwan Semiconductor Manufacturing Co Ltd , Bank Of China Ltd. H Shares , Industrial And Commercial Bank Of China Ltd H Shares , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
Sign-up for veiax investment picks
  • Holdings: Monster Beverage Corp , Mylan Inc , Southwest Airlines Co , Moody's Corporation , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for frslx investment picks
  • Holdings: SPDR® Gold Shares , Switzerland (Govt) 2.5% , Switzerland (Govt) 3% , iShares Silver Trust , Novartis AG ADR ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
Sign-up for mperx investment picks
  • Holdings: Numericable-SFR SA , Valeant Pharmaceuticals International Inc , InterXion Holding NV , Citigroup Inc , Micron Technology Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for thoax investment picks
  • Holdings: Citrix Systems Inc , Johnson Controls Inc , Universal Health Services Inc Class B , Teradata Corp , Forest City Enterprises Inc Class A ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for msajx investment picks
  • Holdings: T. Rowe Price Inflation Focused Bond , T. Rowe Price Equity Index 500 , T. Rowe Price New Income , T. Rowe Price Intl Gr & Inc , T. Rowe Price Overseas Stock ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rrtix investment picks
  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds SMALLCAP World R6 , American Funds AMCAP R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
Sign-up for rdgtx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for prsmx investment picks
  • Holdings: FNMA 0.875% , US Treasury Note 0.875% , US Treasury Note 1% , Monsanto Co , US Treasury Note 0.875% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mnmcx investment picks
  • Holdings: Apple Inc , Amgen Inc , Wells Fargo & Co , FedEx Corp , Medtronic Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for csgcx investment picks
  • Holdings: Incyte Corp Ltd , Netflix Inc , Domino's Pizza Inc , AA PLC , Triquint Semiconductor ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for rslex investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for ahiyx investment picks
  • Holdings: AthenaHealth Inc , CRITEO ADR , WisdomTree Investments Inc , Restoration Hardware Holdings Inc , XPO Logistics Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for mssgx investment picks
  • Holdings: Altria Group Inc , Procter & Gamble Co , Cisco Systems Inc , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for cdozx investment picks
  • Holdings: Altria Group Inc , Imperial Tobacco Group PLC , BCE Inc , Lorillard Inc , Health Care REIT, Inc. ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for jgyix investment picks
  • Holdings: S+p Mid 400 Emini Mar15 Xcme 20150320 , Skyworks Solutions Inc , Equinix Inc , Advance Auto Parts Inc , SL Green Realty Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for vmidx investment picks
  • Category: Intermediate-Term Bond
Sign-up for glbnx investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 3 Stars
Sign-up for swcax investment picks
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Funds From: rfhtx - American Funds 2045 Trgt Date Retire R6 to swcax - Schwab CA Tax-Free Bond
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