Funds From: sokax - SEI Core Market Strategy A (SAAT) - Conservative Allocation to agaex - American Century Global Allocation A - World Allocation


  • Holdings: SEI Multi-Asset Accumulation A (SIMT) , SEI US Fixed Income A (SIMT) , SEI Large Cap A (SIMT) , SEI Multi-Asset Inflation Mgd A (SIMT) , SEI High Yield Bond A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Goldman Sachs High Yield Instl , Goldman Sachs Emerging Mkt Debt Instl , Goldman Sachs Real Estate Instl , Goldman Sachs Intl Real Estate Sec Instl , Goldman Sachs Commodity Strategy Instl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Directv , Costco Wholesale Corp , SPDR S&P 500 , Apple Inc , PowerShares QQQ ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
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  • Holdings: TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Val Idx Inst , TIAA-CREF Large-Cap Value Instl , TIAA-CREF Growth & Income Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
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  • Holdings: Novo Nordisk A/S , Roche Holding AG , Toyota Motor Corp , Novartis AG , LVMH Moet Hennessy Louis Vuitton SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Actavis PLC , Vulcan Materials Co , Alliance Data Systems Corp , Sensata Technologies Holding N.V. , Cooper Companies ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Erste Bank der oesterreichischen Sparkassen AG , MMC Norilsk Nickel JSC ADR , PKO Bank Polski SA , OAO Lukoil ADR , Tofas Turk Otomobil Fabrikasi AS ,
  • Category: Miscellaneous Region
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  • Holdings: Williams Companies Inc , Enterprise Products Partners LP , American Tower Corp , Macquarie Infrastructure Co LLC , Energy Transfer Equity LP ,
  • Category: Utilities
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Mutual R6 , American Funds Global Balanced R6 , American Funds Washington Mutual R6 , American Funds Mortgage R6 ,
  • Category: Conservative Allocation
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: iPath MSCI India Index ETN , Taiwan Semiconductor Manufacturing Co Ltd , China Construction Bank Corp H Shares , Bank Of China Ltd. H Shares , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: Diversified Emerging Mkts
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  • Holdings: United Technologies Corp , Boeing Co , Danaher Corp , Union Pacific Corp , Caterpillar Inc ,
  • Category: Industrials
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , Keurig Green Mountain Inc , Harley-Davidson Inc , Microsoft Corp ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Amazon.com Inc , MasterCard Incorporated Class A , Celgene Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds Mortgage R6 , American Funds Bond Fund of Amer R6 , American Funds Inc Fund of Amer R6 , American Funds ST Bd Fd of America R6 ,
  • Category: Conservative Allocation
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  • Category: Muni Single State Long
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: MetLife Inc , Merck & Co Inc , JPMorgan Chase & Co , Chevron Corp , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Sabre , Banco Bilbao Vizcaya Argentaria SA ADR , Capital One Financial Corp , Carnival Corp , LVMH Moet Hennessy Louis Vuitton SA ADR ,
  • Category: World Stock
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: American Century International Gr Instl , American Century International Bd Instl , American Century Global Real Estate Inst , American Century Core Equity Plus Inst , iShares S&P GSCI Commodity-Indexed Trust ,
  • Category: World Allocation
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Funds From: sokax - SEI Core Market Strategy A (SAAT) - Conservative Allocation to agaex - American Century Global Allocation A - World Allocation
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