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Name | Net % | Long % | Short % |
---|---|---|---|
Bonds | 100.910 | 101.130 | 0.220 |
Convertible | 0.010 | 0.010 | 0.000 |
Name | Net % | Category Average |
---|---|---|
Government | 53.059 | 26.087 |
Corporate | 25.465 | 45.662 |
Securitized | 21.930 | 17.410 |
Cash | -0.924 | 4.597 |
Municipal | 0.470 | 0.475 |
Number of long holdings: 2
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 100.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Conser | 200.65M | 3.86 | 4.57 | 3.16 | ||
SC Future Scholar Advisor 529 Coluc | 28.36M | 3.56 | 3.90 | 2.39 | ||
SC Future Scholar Advisor 529 Coluz | 17.79M | 4.06 | 4.68 | 3.16 | ||
SC Future Scholar Advisor 529 Colue | 11.77M | 3.74 | 4.17 | 2.65 | ||
SC Future Scholar TIPS Bond ETF 529 | 4.97M | 4.71 | 0.83 | 2.44 |
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