Funds From: nbdrx - Nuveen Santa Barbara Dividend Growth R3 to dasvx - Dunham Small Cap Value A


  • Holdings: Microsoft Corp , Apple Inc , Wells Fargo & Co , CVS Health Corp , Kinder Morgan, Inc. ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares S&P 500 Value , FlexShares iBoxx 3Yr Target Dur TIPS ETF , Vanguard FTSE All-World ex-US ETF , PIMCO 1-5 Year U.S. TIPS ETF , iShares S&P 500 Growth ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Avago Technologies Ltd , SBA Communications Corp , Alliance Data Systems Corp , Affiliated Managers Group Inc , Ametek Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds Mortgage R6 , American Funds Bond Fund of Amer R6 , American Funds ST Bd Fd of America R6 , American Funds Inc Fund of Amer R6 ,
  • Category: Conservative Allocation
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: MassMutual Select Overseas I , MM MSCI EAFE® International Index I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Select Diversified Value I ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Google Inc Class C , Comcast Corp Class A , Starbucks Corp , American Tower Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Mitsubishi Estate , Host Hotels & Resorts Inc , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Lowe's Companies Inc , Schlumberger NV , Google Inc Class C , Visa Inc Class A , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Cayman Commodity Index Fund ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Limited Maturity R5 , MFS® Research R5 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Gartner Inc Class A , Illumina Inc , Guidewire Software Inc , Red Hat Inc , SBA Communications Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Union Pacific Corp , Facebook Inc Class A , Google Inc Class A , Alexion Pharmaceuticals Inc , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell Strategic Bond Y , Russell Investment Grade Bond Y , Russell Short Duration Bond Y , Select US Equity Y , Select International Equity Y ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: United Technologies Corp , Chevron Corp , Wal-Mart Stores Inc , Qualcomm Inc , Monsanto Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: British American Tobacco PLC , Nestle SA , Unilever PLC , Reckitt Benckiser Group PLC , Sanofi ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: DexCom Inc , Armstrong World Industries Inc , WEX Inc , Swift Transportation Co , OpenTable Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: WisdomTree Japan Hedged Equity ETF , iShares MSCI EMU , Gilead Sciences Inc , Microsoft Corp , Chevron Corp ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Intel Corp , Enterprise Products Partners LP , Williams Companies Inc , General Electric Co , Energy Transfer Equity LP ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Oppenheimer Developing Markets A , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
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  • Holdings: Franklin Income R6 , Franklin Mutual Shares R6 , Templeton Growth R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares MSCI EAFE Value , iShares MSCI Emerging Markets , SPDR® S&P 500 ETF , Apple Inc , US Treasury Note 3% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares S&P 500 Value , FlexShares iBoxx 3Yr Target Dur TIPS ETF , Vanguard FTSE All-World ex-US ETF , PIMCO 1-5 Year U.S. TIPS ETF , iShares S&P 500 Growth ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Curtiss-Wright Corp , Standard Motor Products Inc , Greatbatch Inc , iShares Russell 2000 Value , Watts Water Technologies Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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Funds From: nbdrx - Nuveen Santa Barbara Dividend Growth R3 to dasvx - Dunham Small Cap Value A
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