Funds From: vclax - Vanguard CA Long-Term Tax-Exempt Adm to scfax - Shenkman Short Duration High Income A


  • Holdings: Sanchez Energy Corp , Bonanza Creek Energy Inc , Mitel Networks Corp , Ryman Hospitality Properties Inc , Air Lease Corp Class A ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Amgen Inc , Gilead Sciences Inc , Verizon Communications Inc , Philip Morris International Inc , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Precision Castparts Corp , Canadian Pacific Railway Ltd , U.S. Bancorp , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , S+p500 Emini Fut Jun14 Xcme 20140620 , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Washington Federal Inc , Synovus Financial Corp , Wintrust Financial Corp , Astoria Financial Corporation , BankUnited Inc ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell Global Equity Y , Russell International Developed Mkts Y , Russell Strategic Bond Y , Russell US Core Equity Y , Russell US Defensive Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Amgen Inc , BP PLC , Gilead Sciences Inc , Verizon Communications Inc ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Lockheed Martin Corp , Chevron Corp , Western Digital Corp , Discover Financial Services ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Novo Nordisk A/S , Amazon.com Inc , Delta Air Lines Inc , Microsoft Corp , Home Depot Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Microsoft Corp , ARM Holdings PLC , Qualcomm Inc ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Holdings: Novo Nordisk A/S , Amazon.com Inc , Delta Air Lines Inc , Microsoft Corp , Home Depot Inc ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: Atlas Pipeline Partners LP , Ares Capital Corporation , Digital Realty Trust Inc , Omega Healthcare Investors Inc , j2 Global Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Hewlett-Packard Co , NXP Semiconductors NV , Citigroup Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR S&P 500 ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: Bank of America Corporation , Canadian Pacific Railway Ltd , Applied Materials Inc , American International Group Inc , Pentair Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Brunswick Corp , Incyte Corp Ltd , Jack In The Box Inc , Signature Bank , Lennox International Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: AdvisorShares Peritus High Yield ETF , Ares Capital Corporation , New Residential Investment Corp , Apollo Investment Corp , Fifth Street Finance Corporation ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Bayer AG , Nestle SA , Compass Group PLC , HSBC Holdings PLC , WPP PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 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: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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Funds From: vclax - Vanguard CA Long-Term Tax-Exempt Adm to scfax - Shenkman Short Duration High Income A
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