Funds From: logix - Scharf Institutional to SWANX - Schwab Core Equity


  • Holdings: Allergan Inc , China Mobile Ltd ADR , eBay Inc , Apple Inc , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for logix investment picks
  • Holdings: Flagstar Bancorp, Inc. , Taylor Morrison Home Corp Class A , Aegean Marine Petroleum Network Inc , Aviat Networks Inc , FreightCar America Inc ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
Sign-up for scmvx investment picks
  • Holdings: SunTrust Banks Inc , Marriott International Inc Class A , Citigroup Inc , Carnival Corp , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for scmlx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Google Inc Class A , General Electric Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for scnax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Google Inc Class A , General Electric Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for scnax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Google Inc Class A , General Electric Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for scnix investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for sarvx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for sarnx investment picks
  • Category: Long-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for stwtx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , China Construction Bank Corp H Shares , China Petroleum & Chemical Corp H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for semvx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , China Construction Bank Corp H Shares , China Petroleum & Chemical Corp H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for semnx investment picks
  • Holdings: HSBC Holdings PLC , Roche Holding AG Dividend Right Cert. , Samsung Electronics Co Ltd , GlaxoSmithKline PLC , AstraZeneca PLC ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for sqqix investment picks
  • Holdings: Nestle SA , Royal Dutch Shell PLC Class A , Roche Holding AG Dividend Right Cert. , Bridgestone Corp , Sumitomo Mitsui Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for scvex investment picks
  • Holdings: Nestle SA , Royal Dutch Shell PLC Class A , Roche Holding AG Dividend Right Cert. , Bridgestone Corp , Sumitomo Mitsui Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for sciex investment picks
  • Holdings: MSCI EAFE Index Future Mar15 , HSBC Holdings PLC , Royal Dutch Shell PLC Class A , GlaxoSmithKline PLC , Statoil ASA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for sidvx investment picks
  • Holdings: MSCI EAFE Index Future Mar15 , HSBC Holdings PLC , Royal Dutch Shell PLC Class A , GlaxoSmithKline PLC , Statoil ASA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for sidnx investment picks
  • Category: Long-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for stwlx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for snavx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for snaex investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for sbbvx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for sbbix investment picks
  • Holdings: SPDR® Barclays 1-3 Month T-Bill ETF , Berry Plastics Group Inc , Brown & Brown Inc , NorthWestern Corp , VWR Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for scuvx investment picks
  • Holdings: SPDR® Barclays 1-3 Month T-Bill ETF , Berry Plastics Group Inc , Brown & Brown Inc , NorthWestern Corp , VWR Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for scuix investment picks
  • Holdings: SPDR® Barclays 1-3 Month T-Bill ETF , Berry Plastics Group Inc , Aramark , CareFusion Corp , Ryder System Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for smdvx investment picks
  • Holdings: SPDR® Barclays 1-3 Month T-Bill ETF , Berry Plastics Group Inc , Aramark , CareFusion Corp , Ryder System Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for smdix investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for snxfx investment picks
  • Holdings: Schwab Core Equity , Schwab Total Bond Market , Laudus US Large Cap Growth , Schwab Intermediate-Term Bond , Laudus Small-Cap MarketMasters Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for swobx investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 3 Stars
Sign-up for swcax investment picks
  • Holdings: Apple Inc , Pfizer Inc , Lowe's Companies Inc , PepsiCo Inc , Kroger Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for swanx investment picks
  • Holdings: Apple Inc , Pfizer Inc , Lowe's Companies Inc , PepsiCo Inc , Kroger Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for SWANX investment picks
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Funds From: logix - Scharf Institutional to SWANX - Schwab Core Equity
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