Funds From: CNIMX - City National Rochdale Multi-Asset Instl to shapx - ClearBridge Appreciation A


  • Holdings: iShares 7-10 Year Treasury Bond , Vanguard Short-Term Bond Index Signal , SPDR S&P 500 , CNI Charter Corporate Bond Servicing , Eaton Vance Floating-Rate Advantage I ,
  • Category: Conservative Allocation
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  • Holdings: iShares 7-10 Year Treasury Bond , Vanguard Short-Term Bond Index Signal , SPDR S&P 500 , CNI Charter Corporate Bond Servicing , Eaton Vance Floating-Rate Advantage I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: iShares 7-10 Year Treasury Bond , Vanguard Short-Term Bond Index Signal , SPDR S&P 500 , CNI Charter Corporate Bond Servicing , Eaton Vance Floating-Rate Advantage I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Money Market-Taxable
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  • Category: Money Market-Taxable
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  • Category: Money Market-Taxable
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  • Holdings: Genworth Financial Inc , Southwestern Energy Co , American International Group Inc , PepsiCo Inc , Starz Class A ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Genworth Financial Inc , Southwestern Energy Co , American International Group Inc , PepsiCo Inc , Starz Class A ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Google Inc Class A , CVS Caremark Corp , Citigroup Inc , MasterCard Inc Class A ,
  • Category: Large Growth
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  • Holdings: Apple Inc , Google Inc Class A , CVS Caremark Corp , Citigroup Inc , MasterCard Inc Class A ,
  • Category: Large Growth
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  • Holdings: Apple Inc , Google Inc Class A , CVS Caremark Corp , Citigroup Inc , MasterCard Inc Class A ,
  • Category: Large Growth
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  • Holdings: Apple Inc , Google Inc Class A , CVS Caremark Corp , Citigroup Inc , MasterCard Inc Class A ,
  • Category: Large Growth
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  • Holdings: Apple Inc , Google Inc Class A , CVS Caremark Corp , Citigroup Inc , MasterCard Inc Class A ,
  • Category: Large Growth
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  • Holdings: Apple Inc , Google Inc Class A , CVS Caremark Corp , Citigroup Inc , MasterCard Inc Class A ,
  • Category: Large Growth
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  • Holdings: WisdomTree Japan Hedged Equity , iShares MSCI EMU Index , Schlumberger NV , Berkshire Hathaway Inc Class B , 3M Co ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Forest Laboratories Inc , Comcast Corp Class A , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Forest Laboratories Inc , Comcast Corp Class A , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Forest Laboratories Inc , Comcast Corp Class A , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Forest Laboratories Inc , Comcast Corp Class A , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Forest Laboratories Inc , Comcast Corp Class A , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for lmpfx investment picks
  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Forest Laboratories Inc , Comcast Corp Class A , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for sagyx investment picks
  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Forest Laboratories Inc , Comcast Corp Class A , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for lsifx investment picks
  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Forest Laboratories Inc , Comcast Corp Class A , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Merck & Co Inc , Novartis AG ADR , Chevron Corp , JPMorgan Chase & Co , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Merck & Co Inc , Novartis AG ADR , Chevron Corp , JPMorgan Chase & Co , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Merck & Co Inc , Novartis AG ADR , Chevron Corp , JPMorgan Chase & Co , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Merck & Co Inc , Novartis AG ADR , Chevron Corp , JPMorgan Chase & Co , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for sfvcx investment picks
  • Holdings: Merck & Co Inc , Novartis AG ADR , Chevron Corp , JPMorgan Chase & Co , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for sfvyx investment picks
  • Holdings: Merck & Co Inc , Novartis AG ADR , Chevron Corp , JPMorgan Chase & Co , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for lsisx investment picks
  • Holdings: Walt Disney Co , Comcast Corp Class A , Exxon Mobil Corporation , Travelers Companies Inc , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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Funds From: CNIMX - City National Rochdale Multi-Asset Instl to shapx - ClearBridge Appreciation A
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