Premium Funds From: scdgx - DWS Core Equity S to vclax - Vanguard CA Long-Term Tax-Exempt Adm


  • Holdings: Apple Inc , Citigroup Inc , Chevron Corp , Halliburton Co , Discover Financial Services ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Bayer AG , Nestle SA , HSBC Holdings PLC , Compass Group PLC , WPP PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Merck & Co Inc , Forest Laboratories Inc , UnitedHealth Group Inc , Bristol-Myers Squibb Company , Eli Lilly and Co ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Marathon Oil Corp , MetLife Inc , Eli Lilly and Co , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: EMCOR Group, Inc. , World Fuel Services Corporation , H.B. Fuller Company , Ryder System Inc , Tech Data Corporation ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Franklin Growth R6 , Franklin Rising Dividends R6 , Templeton Foreign R6 , Franklin DynaTech R6 , Mutual European R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Facebook Inc Class A , Workday Inc Class A , GT Advanced Technologies Inc , Biogen Idec Inc , Salesforce.com Inc ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • 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
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  • Holdings: Alexion Pharmaceuticals Inc , Biomarin Pharmaceutical Inc , Vertex Pharmaceuticals Inc , Roche Holding AG , Biogen Idec Inc ,
  • Category: Health
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Johnson & Johnson , Wells Fargo & Co , General Electric Co , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Visa Inc Class A , MasterCard Inc Class A , Cognizant Technology Solutions Corp Class A , Accenture PLC Class A , Fidelity National Information Services Inc ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
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  • Holdings: iShares MSCI EAFE , US Treasury Note 1.75% , iShares MSCI United Kingdom , iShares Core S&P Mid-Cap , iShares Core MSCI Emerging Market ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: American International Group Inc , Micron Technology Inc , Gilead Sciences Inc , United Continental Holdings Inc , Bristol-Myers Squibb Company ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: OAO Gazprom ADR , China Construction Bank Corp H Shares , Bank Of China Ltd. H Shares , Reliance Industries Ltd , Petroleo Brasileiro SA Petrobras ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 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: Avis Budget Group Inc , Nordson Corp , Ametek Inc , Extra Space Storage Inc , Mettler-Toledo International Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst , Principal Diversified Intl Inst ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Biogen Idec Inc , Halliburton Co , Facebook Inc Class A , Anadarko Petroleum Corp , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Google Inc Class A , Amazon.com Inc , T. Rowe Price Short-Term Bond , Visa Inc Class A , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: LyondellBasell Industries NV , Service Corp International Inc , Comcast Corp Class A , General Motors Co , Ford Motor Co ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Signet Jewelers Ltd , Amdocs Ltd , Mednax Inc , Lazard Ltd , Foot Locker Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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Premium Funds From: scdgx - DWS Core Equity S to vclax - Vanguard CA Long-Term Tax-Exempt Adm
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