Premium Funds From: cltax - Catalyst/Lyons Tactical Allocation A to swanx - Schwab Core Equity


  • Holdings: NetApp Inc , Lockheed Martin Corp , EMC Corp , General Dynamics Corp , Dr Pepper Snapple Group Inc ,
  • Category: Large Blend
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  • Holdings: National Bank of Kuwait SAK , Nigerian Breweries PLC , Gulf International Services QSC , Emaar Properties PJSC , YPF Sociedad Anonima ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: JPMorgan Chase & Co , China Mobile Ltd , Royal Dutch Shell PLC ADR Class A , Vodafone Group PLC , Novartis AG ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , United Technologies Corp , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , General Electric Co , Bank of America Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity® Series Equity-Income F , Fidelity® Series International Growth F , Fidelity® Series International Value F , Fidelity® Series Growth Company F , Fidelity® Series All-Sector Equity F ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Biogen Idec Inc , Facebook Inc Class A , Gilead Sciences Inc , Actavis PLC ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Johnson & Johnson , Roper Industries Inc , Pentair PLC , United Technologies Corp , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Kinder Morgan, Inc. , Halliburton Co , Phillips 66 , Anadarko Petroleum Corp , Exxon Mobil Corporation ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
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  • Holdings: Us 10yr Note (Cbt)dec14 Xcbt 20141219 , Us 5yr Note (Cbt) Dec14 Xcbt 20141231 , Us Long Bond(Cbt) Dec14 Xcbt 20141219 , Us 2yr Note (Cbt) Dec14 Xcbt 20141231 , General Electric Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Erauslt Trs Equity 1ml+35.5 *Bullet* Brc , Fin Fut Euro$ Cme (Red) 12/14/15 , 10 Year US Treasury Note Future Dec14 , Erauslt Trs Equity 1ml+45.5 Jpm , Fin Fut Euro$ Cme (Red) 06/13/16 ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: American Tower Corp , Crown Castle International Corp , Baidu Inc ADR , Time Warner Cable Inc , Amazon.com Inc ,
  • Category: Communications
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Weyerhaeuser Co , Plum Creek Timber Co Inc , Westfield Corp , Chesapeake Lodging Trust ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Brookdale Senior Living Inc , Jones Lang LaSalle Inc , Hyatt Hotels Corp , CBRE Group Inc , Starwood Hotels & Resorts Worldwide Inc ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
Sign-up for lsfax investment picks
  • Holdings: Align Technology Inc , Stratasys Ltd , Hexcel Corp , Dealertrack Technologies Inc , MarketAxess Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Mini DJ Industrial Avg ($5) Future Dec14 , Visa Inc Class A , Goldman Sachs Group Inc , International Business Machines Corp , 3M Co ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Energy Transfer Equity LP , Energy Transfer Partners LP , Buckeye Partners LP , Magellan Midstream Partners, L.P. , Plains All American Pipeline LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
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  • Holdings: U.S. Bancorp , Ecolab Inc , Valspar Corp , 3M Co , Honeywell International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Skyworks Solutions Inc , Affiliated Managers Group Inc , SBA Communications Corp , Lincoln National Corp , NiSource Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Twenty-First Century Fox Inc Class B , Microsoft Corp , Medtronic Inc , Merck & Co Inc , Symantec Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Procter & Gamble Co , Coca-Cola Co , Apple Inc , Wal-Mart Stores Inc , Philip Morris International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: SS&C Technologies Holdings Inc , Carter's Inc , Blackbaud Inc , Sensient Technologies Corp , Sally Beauty Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Samsung Electronics Co Ltd , Hana Financial Group Inc , BNP Paribas , Sanofi , Credit Suisse Group ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 5 Stars
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  • Holdings: Amerco Inc , Mannkind Cv 5.75% , Intermune Cv 2.5% , U S Treas Bd Stripped Prin Pmt , U S Treas Bd Stripped Prin Pmt ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Pfizer Inc , PepsiCo Inc , Wells Fargo & Co , Occidental Petroleum Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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Premium Funds From: cltax - Catalyst/Lyons Tactical Allocation A to swanx - Schwab Core Equity
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