Funds From: opocx - Oppenheimer Discovery A Load Waived to pcmbx - PIMCO CA Intermediate Muni Bd A LW


  • Holdings: Monolithic Power Systems Inc , The Middleby Corp , CoStar Group Inc , Acadia Healthcare Co Inc , Team Health Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Comcast Corp Class A , Home Depot Inc , Wells Fargo & Co , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Nuveen Dividend Value R6 , Nuveen International Growth I , Nuveen Tradewinds International Value I , Nuveen Tactical Market Opportunities I , Nuveen Large-Cap Value I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: BlackRock Master International Portfolio ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Sun Hung Kai Properties Ltd , Mitsubishi Estate Co Ltd , Health Care REIT, Inc. ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Intrepid America Sel , JPMorgan US Equity Sel , JPMorgan Core Bond Select , JPMorgan Large Cap Value Select , JPMorgan Core Plus Bond Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Lord Abbett Developing Growth I , Lord Abbett Value Opportunities I , Lord Abbett Small Cap Value I , Lord Abbett International Opp I , Lord Abbett Micro Cap Growth I ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Minerals Technologies Inc , Western Alliance Bancorp , Pebblebrook Hotel Trust , South State Corp , PacWest Bancorp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: BlackRock Master Small Cap Growth Port ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Cisco Systems Inc , Staples Inc , H&R Block Inc , Kraft Foods Group Inc , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Franklin Growth R6 , Franklin Rising Dividends R6 , Franklin DynaTech R6 , Templeton Foreign R6 , Franklin Mutual European R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 5 Stars
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  • Holdings: LVMH Moet Hennessy Louis Vuitton SA , Accenture PLC Class A , Google Inc Class A , Visa Inc Class A , Compass Group PLC ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Citigroup Inc , Oracle Corporation , Exxon Mobil Corporation , American International Group Inc , Twenty-First Century Fox Inc Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Costco Wholesale Corp , American Tower Corp , Oracle Corporation , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Limited Duration Credit Instl , Columbia Large Value Quantitative I , Columbia Contrarian Core I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Bayer AG , Roche Holding AG Dividend Right Cert. , Novartis AG , L'Oreal SA , Royal Dutch Shell PLC Class A ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Applied Materials Inc , Celgene Corp , Carnival Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for ptwax investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 2 Stars
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Funds From: opocx - Oppenheimer Discovery A Load Waived to pcmbx - PIMCO CA Intermediate Muni Bd A LW
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