Funds From: vcadx - Vanguard CA Interm-Term Tax-Exempt Adm to sdlax - SEI Dynamic Asset Allocation A (SIIT)


  • Holdings: Qualcomm Inc , BP PLC ADR , General Electric Co , Bank of America Corporation , Sanofi ADR ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Wells Fargo & Co , Noble Energy Inc , Verizon Communications Inc , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Pacific Ethanol Inc , Addus HomeCare Corp , Albany Molecular Research Inc , Universal Insurance Holdings Inc , Federated National Holding Co ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Qualcomm Inc , Amazon.com Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: NextEra Energy Inc , Dominion Resources Inc , Sempra Energy , PPL Corp , Edison International ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
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  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Forest Laboratories Inc , Anadarko Petroleum Corp , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 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: 3 Stars
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  • Holdings: Microsoft Corp , Wells Fargo & Co , Noble Energy Inc , Verizon Communications Inc , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , Royal Dutch Shell PLC Class A , Nestle SA , HSBC Holdings PLC , Rio Tinto PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Aetna Inc , Microsoft Corp , Directv , JPMorgan Chase & Co , National Oilwell Varco Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: NetScout Systems Inc , Hittite Microwave Corp , Cantel Medical Corp , Tyler Technologies Inc , Cognex Corp ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Roche Holding AG , Wells Fargo & Co , Microsoft Corp , Chevron Corp ,
  • Category: World Stock
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  • Holdings: MSCI EAFE Index Future June14 , Nestle SA , Roche Holding AG , Novartis AG , HSBC Holdings PLC ,
  • Category: Foreign Large 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: SPDR S&P 500 , iShares Russell 2000 , Beam Inc , Hartford Financial Services Group Inc , SPDR S&P MidCap 400 ,
  • Category: Multialternative
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  • Holdings: Apple Inc , CVS Caremark Corp , Gilead Sciences Inc , Qualcomm Inc , Coca-Cola Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: International Business Machines Corp , Google Inc Class C , Verizon Communications Inc , Apple Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: First Trust Financials AlphaDEX , First Trust Technology AlphaDEX , First Trust Mid Cap Core AlphaDEX , First Trust Large Cap Core AlphaDEX , First Trust Small Cap Core AlphaDEX ,
  • Category: Tactical Allocation
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  • Holdings: eBay Inc , Abcam PLC , Ocwen Financial Corp , Google Inc Class A , Altisource Portfolio Solutions SA ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Hartford Dividend & Growth Y , Hartford Capital Appreciation Y , Hartford Total Return Bond Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , General Electric Co , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Alliance Data Systems Corp , International Rectifier , Booz Allen Hamilton Holding Corp , Rovi Corp , Alere Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for atiax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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Funds From: vcadx - Vanguard CA Interm-Term Tax-Exempt Adm to sdlax - SEI Dynamic Asset Allocation A (SIIT)
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