Funds From: Symbol/Ticker: bbtex to Symbol/Ticker: bchyx


  • Holdings: Berkshire Hathaway Inc Class A , Comcast Corp Class A , U.S. Bancorp , Wells Fargo & Co , Novartis AG ADR ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , Hewlett-Packard Co , Dow Chemical Co , General Dynamics Corp , Discover Financial Services ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , Hewlett-Packard Co , Dow Chemical Co , General Dynamics Corp , Discover Financial Services ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Berkshire Hathaway Inc Class A , Comcast Corp Class A , U.S. Bancorp , Wells Fargo & Co , Novartis AG ADR ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
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  • Category: Ultrashort Bond
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  • Holdings: Roche Holding AG ADR , Novartis AG ADR , Air Liquide SA , Henkel Ag&Co. Kgaa Pfd , GlaxoSmithKline PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Walt Disney Co , JPMorgan Chase & Co , Johnson & Johnson , Gilead Sciences Inc ,
  • Category: Large Growth
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  • Holdings: Apple Inc , Walt Disney Co , JPMorgan Chase & Co , Johnson & Johnson , Gilead Sciences Inc ,
  • Category: Large Growth
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  • Holdings: Blackrock Large Cap Growth Agr , Blackrock Mstr Basic Val Fund Agr , iShares MSCI Japan , iShares US Technology , iShares US Financials ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Imperial Tobacco Group PLC , Sanofi , Coca-Cola Co , Nestle SA , Roche Holding AG ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Sterling Capital Total Return Bond I , Sterling Capital Special Opps Eq Inst , Sterling Capital Equity Income Instl ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Itau Unibanco Holding SA ADR , OAO Lukoil ADR , Taiwan Semiconductor Manufacturing Co Ltd ADR , China Petroleum & Chemical Corp H Shares , CCR SA ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Blackrock Total Return Fund Con , BlackRock Strategic Income Opps Instl , BlackRock Global Long/Short Credit Instl , iShares MSCI Japan , BlackRock Emerging Mkt L/S Eq Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Kinder Morgan, Inc. , Time Warner Cable Inc , Spectra Energy Corp , Baxter International Inc , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
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  • Holdings: Sterling Capital Total Return Bond I , Sterling Capital Special Opps Eq Inst , Sterling Capital Equity Income Instl ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Sterling Capital Total Return Bond I , Sterling Capital Special Opps Eq Inst , Sterling Capital Equity Income Instl ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Sterling Capital Total Return Bond I , Sterling Capital Special Opps Eq Inst , Sterling Capital Equity Income Instl ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Sterling Capital Special Opps Eq Inst , Sterling Capital Equity Income Instl , Sterling Capital Total Return Bond I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Blackrock Total Return Fund Grw , Blackrock Large Cap Growth Grw , Blackrock Mstr Basic Val Fund Grw , iShares MSCI Japan , iShares US Technology ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Sterling Capital Total Return Bond I , Sterling Capital Special Opps Eq Inst , Sterling Capital Equity Income Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
Sign-up for bchix investment picks
  • Holdings: American Express Co , Sanofi ADR , Berkshire Hathaway Inc Class A , TE Connectivity Ltd , Macy's Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for bchtx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
Sign-up for bchyx investment picks
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Funds From: Symbol/Ticker: bbtex to Symbol/Ticker: bchyx
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