Funds From: abvax - AllianceBern Value A to dfcmx - DFA CA Short-Term Municipal Bond I


  • Holdings: Pfizer Inc , Exxon Mobil Corporation , Johnson & Johnson , Bank of America Corporation , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Total SA , HSBC Holdings PLC , BP PLC , Novartis AG , Roche Holding AG ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: CME Group Inc Class A , BorgWarner Inc , Akamai Technologies Inc , Under Armour Inc Class A , Fortinet Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Wells Fargo & Co , Apple Inc , CVS Caremark Corp , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , ConocoPhillips , Exxon Mobil Corporation , Goldman Sachs Group Inc , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Northern Trust Corp , Parker Hannifin Corp , Intuit Inc , Dover Corp , Red Hat Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® Research International R5 , MFS® International Value R5 , MFS® International Growth R5 , MFS® Emerging Markets Equity R5 , MFS® International New Discovery R5 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: US Treasury Note 0.25% , US Treasury Note 0.375% , US Treasury Note 1.375% , US Treasury Note 0.375% , LyondellBasell Industries NV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Johnson & Johnson , Philip Morris International Inc , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: John Wiley & Sons Inc Class A , Wells Fargo & Co , The Hershey Co , Microsoft Corp , Walgreen Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 5 Stars
Sign-up for ptshx investment picks
  • Holdings: American International Group Inc , Micron Technology Inc , Incyte Corp Ltd , Shire PLC , NXP Semiconductors NV ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
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  • Holdings: Randgold Resources Ltd ADR , Franco-Nevada Corp , SPDR Gold Shares , Royal Gold Inc , New Gold Inc ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 2 Stars
Sign-up for ogmyx investment picks
  • Holdings: Sanofi , Roche Holding AG , GlaxoSmithKline PLC , Samsung Electronics Co Ltd GDR , Total SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for iftix investment picks
  • Holdings: British American Tobacco PLC ADR , Coca-Cola Co , Procter & Gamble Co , CVS Caremark Corp , Kroger Co ,
  • Category: Consumer Defensive
  • Morningstar Rating: 2 Stars
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  • Holdings: Amphenol Corp Class A , Carlisle Companies Inc , Illumina Inc , Humana Inc , Mohawk Industries Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Towngas China Co Ltd , Airtac International Group , Sino Biopharmaceutical Ltd , Ginko International Co Ltd , Minth Group Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
Sign-up for gwmex investment picks
  • Holdings: Amdocs Ltd , Corus Entertainment Inc Class B , Tetra Tech Inc , Bio-Rad Laboratories Inc , Dundee Corp Class A ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for imbax investment picks
  • Holdings: Intuit Inc , Chipotle Mexican Grill Inc Class A , Southwest Airlines Co , Michael Kors Holdings Ltd , Ametek Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for imowx investment picks
  • Holdings: Chevron Corp , Pfizer Inc , Cisco Systems Inc , Intel Corp , Johnson & Johnson ,
  • Category: Large Value
Sign-up for cdeix investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Hon Hai Precision Ind Co Ltd , Sasol Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
Sign-up for csoax investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for drtax investment picks
  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for rrtcx investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for gmgbx investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 2 Stars
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Funds From: abvax - AllianceBern Value A to dfcmx - DFA CA Short-Term Municipal Bond I
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