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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 39.140 | 39.240 | 0.100 |
Stocks | 11.330 | 11.330 | 0.000 |
Bonds | 49.510 | 49.610 | 0.100 |
Convertible | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.277 | 15.745 |
Price to Book | 4.405 | 2.497 |
Price to Sales | 2.890 | 1.966 |
Price to Cash Flow | 15.448 | 9.367 |
Dividend Yield | 1.384 | 2.173 |
5 Years Earnings Growth | 12.454 | 23.275 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.260 | 23.240 |
Financial Services | 12.020 | 13.236 |
Healthcare | 11.530 | 12.035 |
Consumer Cyclical | 10.520 | 17.095 |
Communication Services | 9.190 | 7.869 |
Industrials | 7.200 | 9.406 |
Consumer Defensive | 5.590 | 5.307 |
Energy | 3.390 | 5.717 |
Utilities | 2.280 | 4.995 |
Real Estate | 2.120 | 5.812 |
Basic Materials | 1.880 | 15.747 |
Number of long holdings: 10
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Intermediate-Term Government Bond | US92206C7065 | 16.26 | 60.59 | +0.33% | |
Columbia Large Cap Index Inst | - | 10.29 | - | - | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 9.40 | 47.31 | +0.25% | |
Vanguard Total Bond Market II Idx I | - | 8.88 | - | - | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 7.95 | 83.95 | +0.37% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 5.22 | 24.07 | +0.38% | |
Vanguard Emerging Mkts Govt Bd ETF | - | 2.69 | - | - | |
Vanguard Russell 1000 Growth | US92206C6802 | 1.03 | 96.13 | -0.54% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar Advisor 529 Coluc | 29.11M | 4.78 | 0.38 | 2.11 | ||
SC Future Scholar Advisor 529 Coluz | 18.99M | 5.23 | 1.13 | 2.87 | ||
SC Future Scholar Advisor 529 Colue | 12.09M | 4.88 | 0.62 | 2.36 | ||
SC Future Scholar 529 Direct Bond I | 9.74M | 3.18 | -2.13 | 1.58 | ||
SC Future Scholar TIPS Bond ETF 529 | 4.6M | 3.41 | -1.45 | 1.92 |
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