Funds From: sstlx - Western Asset Short-Term Bond C1 to AGTHX - American Funds Growth Fund of Amer A


  • Holdings: Cardinal Health Inc , Caterpillar Inc , SanDisk Corp , UnitedHealth Group Inc , Actavis PLC ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Large Core Quantitative Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Directv , Verizon Communications Inc , United States Cellular Corp , DISH Network Corp , Telefonica SA ADR ,
  • Category: Communications
  • Morningstar Rating: 3 Stars
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  • Holdings: Suncor Energy Inc , Citigroup Inc , Apple Inc , Delta Air Lines Inc , United Technologies Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO StocksPLUS Instl , PIMCO Intl StksPLUS┬« AR Strat (USD-Hg) I , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Small Cap StocksPLUS AR Inst , PIMCO Real Estate Real Return Strategy I ,
  • Category: Target Date 2041-2045
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  • Holdings: The Middleby Corp , CoStar Group Inc , American Axle & Mfg Holdings Inc , Aspen Technology Inc , Restoration Hardware Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Toyota Motor Corp , Roche Holding AG , Mitsui Fudosan Co Ltd , LM Ericsson Telephone Company Class B , SOFTBANK Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Brunswick Corp , PTC Inc , ARRIS Group Inc , RLJ Lodging Trust , Questcor Pharmaceuticals Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Guggenheim Strategy I , E-mini S&P MidCap 400 Index Future Sept14 , Brswap , Equinix Inc , SL Green Realty Corp ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Novartis AG , Amgen Inc , Gilead Sciences Inc , Bayer AG , Altria Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Industrial And Commercial Bank Of China Ltd H Shares , Tencent Holdings Ltd. , Samsung Electronics Co Ltd , SIIC Environment Holdings Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
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  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Prudential PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Oracle Corporation , Qualcomm Inc , Schlumberger NV , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Amazon.com Inc , Comcast Corp Class A , Boeing Co , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Qualcomm Inc , Google Inc Class A , Google Inc Class C , Equinix Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Oracle Corporation , Microsoft Corp , America Movil SAB de CV , PepsiCo Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , US Treasury Note 0.75% , US Treasury Note 0.75% , Fidelity Cent Invt Portfolios ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , General Electric Co , Pfizer Inc , JPMorgan Chase & Co , Devon Energy Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Google Inc Class C , EOG Resources Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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Funds From: sstlx - Western Asset Short-Term Bond C1 to AGTHX - American Funds Growth Fund of Amer A
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