Funds From: plbbx - Plumb Balanced to ktrcx - Deutsche Global Income Builder C


  • Holdings: Constellation Brands Inc Class A , Visa Inc Class A , Intuitive Surgical Inc , NXP Semiconductors NV , Discover Financial Services ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Comcast Corp Class A , CVS Health Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Webmd Health Cv 2.5% , Chesapeake Engy Cv 2.25% , Howard Hughes 144A 6.875% , Post Hldgs 7.375% , Royal Gold Cv 2.875% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: WisdomTree Europe Hedged Equity ETF , WisdomTree Japan Hedged Equity ETF , iShares MSCI All Country Asia ex Japan , iShares Micro-Cap , WisdomTree LargeCap Dividend ETF ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for rlfix investment picks
  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Russell 2000 Growth , DexCom Inc , PolyOne Corp , Casey's General Stores Inc , Manhattan Associates Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: PF Managed Bond P , PF Short Duration Bond P , PF Inflation Managed P , PF Emerging Markets Debt P , PF Floating Rate Loan P ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Union Pacific Corp , Liberty Global PLC Class C , Gilead Sciences Inc , Facebook Inc Class A , Constellation Brands Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: BP PLC ADR , Royal Dutch Shell PLC Class A , British American Tobacco PLC , Shire PLC , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares Russell 2000 Growth , WEX Inc , Vail Resorts Inc , Ultimate Software Group Inc , Healthsouth Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Active Stock Master Portfolio , CoreAlpha Bond Master Portfolio , MIP International Tilts Master Portfolio , Russell 1000 Index Master , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 1 Stars
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  • Holdings: HCA Holdings Inc , Crown Holdings Inc , Jarden Corp , PacWest Bancorp , CACI International Inc Class A ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Sumitomo Mitsui Financial Group Inc , Roche Holding AG Dividend Right Cert. , ProSiebenSat 1 Media AG , Continental AG , Standard Life PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Apple Inc , Biogen Idec Inc , MasterCard Inc Class A , Canadian Pacific Railway Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: BlackRock Master Large Cap Core Port ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd , China Mobile Ltd , China Construction Bank Corp H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Active Bond NAV , JHancock Floating Rate Income NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Ross Stores Inc , Alaska Air Group Inc , Polaris Industries Inc , AmTrust Financial Services Inc , The Middleby Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Canadian Pacific Railway Ltd , Applied Materials Inc , Bank of America Corporation , Citigroup Inc , Shire PLC ADR ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Energy Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF , UnitedHealth Group Inc , Seagate Technology PLC , DeVry Education Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Arrow Managed Futures TrndSPC , 10 Year US Treasury Note Future Dec14 , Cboe Vix Future ,
  • Category: Managed Futures
  • Morningstar Rating: 2 Stars
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  • Holdings: AECOM Technology Corp , Office Depot Inc , Electronic Arts Inc , Bloomin Brands Inc , Dean Foods Co ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for abbsx investment picks
  • Holdings: British American Tobacco PLC , PepsiCo Inc , Procter & Gamble Co , Verizon Communications Inc , UGI Corp ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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Funds From: plbbx - Plumb Balanced to ktrcx - Deutsche Global Income Builder C
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