Premium Funds From: swdsx - Schwab Dividend Equity to teplx - Templeton Growth A


  • Holdings: Wells Fargo & Co , Johnson & Johnson , Pfizer Inc , Exxon Mobil Corporation , ConocoPhillips ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Johnson & Johnson , Pfizer Inc , Merck & Co Inc , AbbVie Inc , Novartis AG ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Holdings: Schwab S&P 500 Index , Schwab International Index , Schwab Small Cap Index , Schwab Total Bond Market ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 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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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 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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  • Holdings: Apple Inc , S+p500 Emini Fut Jun14 Xcme 20140620 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , American Realty Capital Properties Inc Class A , Rite Aid Corp , Acuity Brands Inc , Northstar Realty Finance Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: S+p500 Emini Fut Jun14 Xcme 20140620 , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Oracle Corporation , Verizon Communications Inc , Apple Inc , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: United Mexican States 7.25% , Mexico(Utd Mex St) 8% , Malaysia (Govt Of) 3.172% , Sri Lanka Rep 6.25% , Samsung Electronics Co Ltd ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Tax Exempt Bond R-6 , American High-Income Municipal Bond R-6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Conservative Allocation
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  • Category: Muni National Long
  • Morningstar Rating: 1 Stars
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  • Holdings: Newhall Holding Co Llc, Class A , Forest City Enterprises Inc Class A , Songbird Estates PLC , Cheung Kong Holdings Ltd , Weyerhaeuser Co ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Cavco Industries Inc , POSCO ADR , Henderson Land Development Co Ltd , Wheelock and Co Ltd , Covanta Holding Corp ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Total SA , Roche Holding AG , Novartis AG , Royal Dutch Shell PLC Class A , Axel Springer SE ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • 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: 3 Stars
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  • Holdings: Apple Inc , Ameriprise Financial Inc , Visa Inc Class A , BorgWarner Inc , Henry Schein Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell Mid-Cap Growth , SBA Communications Corp , O'Reilly Automotive Inc , Noble Energy Inc , Range Resources Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Prologis Inc , AvalonBay Communities Inc , Boston Properties Inc , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Hawaiian Holdings Inc , Goodyear Tire & Rubber Co , Atlas Air Worldwide Holdings Inc , Valero Energy Corp , Meritor Inc ,
  • Category: Small Value
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  • Holdings: Apple Inc , Merck & Co Inc , Microsoft Corp , ACE Ltd , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Merck & Co Inc , Microsoft Corp , ACE Ltd , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd , Total SA , Tesco PLC , Hana Financial Group Inc , BNP Paribas ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Morgan Stanley , Roche Holding AG , BNP Paribas , Microsoft Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Microsoft Corp , Roche Holding AG , Total SA , Citigroup Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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Premium Funds From: swdsx - Schwab Dividend Equity to teplx - Templeton Growth A
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