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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.390 | 5.320 | 0.930 |
Stocks | 52.200 | 52.200 | 0.000 |
Bonds | 43.370 | 43.460 | 0.090 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.223 | 18.115 |
Price to Book | 2.754 | 2.614 |
Price to Sales | 1.885 | 1.929 |
Price to Cash Flow | 12.081 | 11.231 |
Dividend Yield | 1.802 | 2.105 |
5 Years Earnings Growth | 10.332 | 10.836 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.350 | 21.104 |
Financial Services | 15.460 | 15.357 |
Consumer Cyclical | 12.020 | 11.013 |
Industrials | 11.710 | 10.653 |
Healthcare | 10.030 | 11.270 |
Communication Services | 6.860 | 8.140 |
Consumer Defensive | 5.430 | 6.221 |
Energy | 3.810 | 3.583 |
Real Estate | 3.670 | 6.559 |
Basic Materials | 3.160 | 3.420 |
Utilities | 2.500 | 2.683 |
Number of long holdings: 13
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 31.34 | - | - | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 11.29 | 58.29 | +0.31% | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 8.78 | 80.98 | +0.37% | |
Vanguard Total Bond Market II Idx I | - | 8.67 | - | - | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 8.47 | 45.73 | +0.42% | |
Columbia Mid Cap Index Inst | - | 8.04 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 7.67 | - | - | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 4.44 | 45.70 | -0.04% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 4.31 | 23.75 | +0.08% | |
Vanguard Emerging Mkts Govt Bd ETF | - | 2.11 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 405.54M | 3.02 | 8.22 | 10.18 | ||
SC Future Scholar Advisor 529 Modea | 341.12M | 2.40 | 4.78 | 7.12 | ||
SC Future Scholar Advisor 529 Colua | 268.31M | 2.05 | 3.95 | 6.00 | ||
SC Future Scholar 529 Direct Large | 260.03M | 2.76 | 11.70 | 13.55 | ||
SC Future Scholar 529 Direct Growth | 230.65M | 2.74 | 7.41 | 9.45 |
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