Funds From: sidnx - Schroder Intl Multi-Cap Value Inv to swlsx - Schwab Large-Cap Growth


  • Holdings: FTSE 100 Index (New Style) Future Sept14 , HSBC Holdings PLC , GlaxoSmithKline PLC , AstraZeneca PLC , Samsung Electronics Co Ltd ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , S&P 500 Index Future Sept14 ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for snavx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , S&P 500 Index Future Sept14 ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for sbbvx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Brown & Brown Inc , NorthWestern Corp , Berry Plastics Group Inc , iShares Russell 2000 , Parexel International Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for scuvx investment picks
  • Holdings: Brown & Brown Inc , NorthWestern Corp , Berry Plastics Group Inc , iShares Russell 2000 , Parexel International Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Berry Plastics Group Inc , Ryder System Inc , Aramark , Denbury Resources Inc , CoreLogic, Inc. ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for smdvx investment picks
  • Holdings: Berry Plastics Group Inc , Ryder System Inc , Aramark , Denbury Resources Inc , CoreLogic, Inc. ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 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: 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: 3 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Pfizer Inc , PepsiCo Inc , Occidental Petroleum Corp , Archer-Daniels Midland Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , Pfizer Inc , PepsiCo Inc , Occidental Petroleum Corp , Archer-Daniels Midland Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for SWANX investment picks
  • Holdings: Wells Fargo & Co , Johnson & Johnson , Pfizer Inc , Exxon Mobil Corporation , ConocoPhillips ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd , OAO Lukoil ADR , OAO Gazprom ADR , Petroleo Brasileiro SA Petrobras , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: BP PLC , Total SA , Royal Dutch Shell PLC Class A , Royal Dutch Shell PLC Class B , Banco Santander SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares MSCI EAFE Small-Cap , Rautaruukki Oyj , USG People NV , Gamesa Corporacion Tecnologica SA , David Jones Ltd ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , AT&T Inc , ConocoPhillips , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , Intercontinental Exchange Inc , SunEdison Inc , Trinity Industries Inc , Avago Technologies Ltd ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Citigroup Inc , Berkshire Hathaway Inc Class B , Bank of America Corporation ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
Sign-up for swffx investment picks
  • Holdings: Simon Property Group Inc , Ventas Inc , Land Securities Group PLC , SL Green Realty Corp , Equity Residential ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for swgsx investment picks
  • Holdings: Johnson & Johnson , Pfizer Inc , Merck & Co Inc , AbbVie Inc , Novartis AG ,
  • Category: Health
  • Morningstar Rating: 4 Stars
Sign-up for swhfx investment picks
  • Holdings: Pfizer Inc , ConocoPhillips , Occidental Petroleum Corp , EOG Resources Inc , PNC Financial Services Group Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for swhex investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for swiix investment picks
  • Holdings: Total SA , Sanofi , AstraZeneca PLC , Toyota Motor Corp , DBS Group Holdings Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for sicnx investment picks
  • Holdings: Nestle SA , Mini Msci Eafe Jun14 Xnli 20140620 , Roche Holding AG , Novartis AG , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for swisx investment picks
  • Holdings: Apple Inc , Oracle Corporation , PepsiCo Inc , Microsoft Corp , EOG Resources Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for swlsx investment picks
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Funds From: sidnx - Schroder Intl Multi-Cap Value Inv to swlsx - Schwab Large-Cap Growth
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