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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.370 | 1.440 | 1.070 |
Bonds | 99.630 | 99.760 | 0.130 |
Convertible | 0.010 | 0.010 | 0.000 |
Name | Net % | Category Average |
---|---|---|
Government | 50.835 | 25.825 |
Corporate | 26.281 | 45.849 |
Securitized | 21.979 | 18.889 |
Cash | 0.354 | 5.771 |
Municipal | 0.551 | 0.518 |
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 | 206.35M | 1.29 | 0.63 | 2.62 | ||
SC Future Scholar Advisor 529 Coluc | 29.11M | 0.99 | -0.39 | 1.81 | ||
SC Future Scholar Advisor 529 Coluz | 16.42M | 1.27 | 0.37 | 2.58 | ||
SC Future Scholar Advisor 529 Colue | 12.09M | 1.02 | -0.15 | 2.06 | ||
SC Future Scholar TIPS Bond ETF 529 | 4.2M | 0.00 | -1.50 | 1.66 |
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