Funds From: opcax - Oppenheimer Rochester CA Municipal A to vwsux - Vanguard Short-Term Tx-Ex Adm


  • Holdings: Foster Wheeler AG , Applied Materials Inc , M&T Bank Corp , UNS Energy Corp , Tokyo Electron Ltd ADR ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
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  • Holdings: Brookfield Asset Management Inc Class A , O'Reilly Automotive Inc , Markel Corporation , Williams Companies Inc , Discovery Communications Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Nestle SA ADR , Plum Creek Timber Co Inc , Rock-Tenn Company Class A , CF Industries Holdings Inc , West Fraser Timber Co.Ltd ,
  • Category: Natural Resources
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  • Holdings: Priceline Group Inc , Amazon.com Inc , LinkedIn Corp Class A , Fastenal Co , Salesforce.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: E-mini NASDAQ 100 Index Future June14 , Apple Inc , Microsoft Corp , Google Inc Class A , Google Inc Class C ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Mtn Group Ltd , Samsung Electronics Co Ltd , China Mobile Ltd , OAO Gazprom ADR , Tencent Holdings Ltd. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: LogMeIn Inc , Proofpoint Inc , Euronet Worldwide Inc , Portfolio Recovery Associates Inc , Microsemi Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Johnson & Johnson , Apple Inc , Wells Fargo & Co , Time Warner Inc , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Lord Abbett High Yield I , Lord Abbett Short Duration Income I , Lord Abbett Intl Dividend Inc I , Lord Abbett Convertible I , Lord Abbett Emerging Markets Currency I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Sanmina Corp , NCI Building Systems Inc , Microsemi Corp , OM Group Inc , Commercial Metals Co ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO CommoditiesPLUS┬« Strategy Instl , AQR Risk-Balanced Commodities Strategy I , 90day Euro$ Future Jun15 , US Treasury TIP , US TREASURY TIP ,
  • Category: Conservative Allocation
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  • Holdings: Sempra Energy , Ameriprise Financial Inc , DISH Network Corp , Anadarko Petroleum Corp , Vornado Realty Trust ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Starbucks Corp , Las Vegas Sands Corp , Yum Brands Inc , Chipotle Mexican Grill Inc Class A , Wyndham Worldwide Corp ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Google Inc Class A , Constellation Brands Inc Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Chevron Corp , Wells Fargo & Co , Home Depot Inc , Schlumberger NV ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Cigna Corp , Agilent Technologies Inc , Cardinal Health Inc , Principal Financial Group , Lincoln National Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: BlackRock Master Basic Value LLC ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Clearwire Comm 144A 14.75% , Oceaneering International , LyondellBasell Industries NV , Home Depot Inc , Avery Dennison Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: SPDR S&P 500 , iShares MSCI Japan , iShares Global Industrials , Vanguard European Stock Index ETF , iShares Global Healthcare ,
  • Category: Tactical Allocation
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  • Holdings: Total SA , Sanofi , Banco Santander SA , Bayer AG , Siemens AG ,
  • Category: Europe Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Google Inc Class C , Gilead Sciences Inc , Facebook Inc Class A , Apple Inc , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds Fundamental Invs R6 , American Funds American Mutual R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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Funds From: opcax - Oppenheimer Rochester CA Municipal A to vwsux - Vanguard Short-Term Tx-Ex Adm
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