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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 39.000 | 39.320 | 0.320 |
Shares | 10.550 | 10.550 | 0.000 |
Bonds | 50.430 | 50.510 | 0.080 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.415 | 15.833 |
Price to Book | 4.304 | 2.467 |
Price to Sales | 2.755 | 1.985 |
Price to Cash Flow | 14.687 | 8.384 |
Dividend Yield | 1.468 | 2.201 |
5 Years Earnings Growth | 9.393 | 23.218 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.160 | 23.276 |
Financial Services | 13.820 | 15.682 |
Consumer Cyclical | 10.620 | 16.614 |
Communication Services | 9.680 | 9.256 |
Healthcare | 9.480 | 10.896 |
Industrials | 7.610 | 9.338 |
Consumer Defensive | 5.520 | 4.881 |
Energy | 3.000 | 6.487 |
Utilities | 2.310 | 4.948 |
Real Estate | 2.100 | 4.087 |
Basic Materials | 1.700 | 14.993 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR Portfolio Corporate Bond | US78464A1447 | 9.87 | 29.24 | -0.07% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 9.19 | 46.32 | -0.09% | |
Vanguard Total Bond Market II Idx I | - | 8.10 | - | - | |
Columbia Large Cap Index Inst | - | 7.96 | - | - | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 7.25 | 59.70 | -0.05% | |
Vanguard Short-Term Government Bond | US92206C1027 | 5.42 | 58.63 | -0.02% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 5.21 | 23.64 | -0.04% | |
Vanguard Long-Term Government Bond | US92206C8477 | 3.09 | 55.85 | -0.13% | |
Columbia Research Enhanced Core | US19761L7064 | 2.61 | 38.04 | +0.18% | |
Vanguard Emerging Mkts Govt Bd ETF | - | 2.60 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar Advisor 529 Coluc | 28.36M | 3.56 | 3.90 | 2.39 | ||
SC Future Scholar Advisor 529 Coluz | 18.48M | 4.06 | 4.68 | 3.16 | ||
SC Future Scholar 529 Direct Bond I | 12.15M | 3.74 | 1.72 | 1.61 | ||
SC Future Scholar Advisor 529 Colue | 11.77M | 3.74 | 4.17 | 2.65 | ||
SC Future Scholar TIPS Bond ETF 529 | 4.93M | 4.71 | 0.83 | 2.44 |
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