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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 0.940 | 1.810 | 0.870 |
| Shares | 62.440 | 62.440 | 0.000 |
| Bonds | 36.580 | 36.620 | 0.040 |
| Convertible | 0.010 | 0.010 | 0.000 |
| Other | 0.020 | 0.020 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 18.058 | 17.868 |
| Price to Book | 2.781 | 2.524 |
| Price to Sales | 1.837 | 1.867 |
| Price to Cash Flow | 11.701 | 10.775 |
| Dividend Yield | 1.794 | 2.191 |
| 5 Years Earnings Growth | 9.537 | 10.727 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 25.900 | 20.659 |
| Financial Services | 16.100 | 15.640 |
| Industrials | 12.700 | 10.930 |
| Consumer Cyclical | 11.210 | 10.770 |
| Healthcare | 8.930 | 11.269 |
| Communication Services | 7.190 | 8.524 |
| Consumer Defensive | 5.030 | 6.214 |
| Real Estate | 3.610 | 6.127 |
| Energy | 3.500 | 3.547 |
| Basic Materials | 3.350 | 3.607 |
| Utilities | 2.490 | 2.722 |
Number of long holdings: 16
Number of short holdings: 0
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Columbia Large Cap Index Inst | - | 23.56 | - | - | |
| Vanguard Developed Markets Index Ins Pls | - | 11.21 | - | - | |
| Columbia Mid Cap Index Inst | - | 9.99 | - | - | |
| Columbia Research Enhanced Core | US19761L7064 | 8.85 | 40.71 | +0.94% | |
| Vanguard Total Bond Market II Idx I | - | 8.05 | - | - | |
| SPDR Portfolio Corporate Bond | US78464A1447 | 6.79 | 29.89 | +0.17% | |
| Vanguard Mortgage-Backed Securities | US92206C7719 | 6.55 | 47.36 | +0.23% | |
| SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 5.47 | 47.23 | +0.83% | |
| SPDR Portfolio High Yield Bond | US78468R6062 | 4.40 | 23.87 | +0.29% | |
| Vanguard Short-Term Government Bond | US92206C1027 | 3.83 | 58.94 | +0.03% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| SC Future Scholar 529 Direct Aggres | 435.39M | 14.40 | 20.38 | 11.67 | ||
| SC Future Scholar Advisor 529 Modea | 359.72M | 11.94 | 15.44 | 8.34 | ||
| SC Future Scholar Advisor 529 Colua | 296.46M | 10.64 | 13.58 | 7.09 | ||
| SC Future Scholar 529 Direct Large | 292.55M | 14.62 | 24.69 | 15.08 | ||
| SC Future Scholar 529 Direct Growth | 246.3M | 13.51 | 18.86 | 10.84 |
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