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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 29.420 | 29.800 | 0.380 |
Shares | 20.480 | 20.480 | 0.000 |
Bonds | 50.070 | 50.190 | 0.120 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.823 | 16.954 |
Price to Book | 2.770 | 2.426 |
Price to Sales | 1.810 | 1.662 |
Price to Cash Flow | 11.160 | 9.618 |
Dividend Yield | 1.904 | 2.434 |
5 Years Earnings Growth | 9.843 | 9.780 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.660 | 20.345 |
Financial Services | 15.840 | 15.028 |
Industrials | 10.950 | 10.733 |
Consumer Cyclical | 10.820 | 9.920 |
Healthcare | 10.680 | 11.990 |
Communication Services | 7.410 | 7.710 |
Consumer Defensive | 6.060 | 6.723 |
Real Estate | 3.530 | 7.588 |
Energy | 3.530 | 3.708 |
Basic Materials | 2.950 | 3.378 |
Utilities | 2.570 | 2.878 |
Number of long holdings: 15
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 10.64 | - | - | |
Vanguard Total Bond Market II Idx I | - | 9.90 | - | - | |
SPDR Portfolio Corporate Bond | US78464A1447 | 9.88 | 28.60 | -0.45% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 9.16 | 45.28 | -0.59% | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 6.71 | 58.71 | -0.58% | |
Vanguard Short-Term Government Bond | US92206C1027 | 4.96 | 58.32 | -0.17% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 4.68 | 23.39 | -0.04% | |
Columbia Research Enhanced Core | US19761L7064 | 3.57 | 35.56 | +1.14% | |
Vanguard Long-Term Government Bond | US92206C8477 | 2.91 | 54.35 | -1.22% | |
Vanguard Developed Markets Index Ins Pls | - | 2.66 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 413.57M | -2.58 | 8.97 | 9.00 | ||
SC Future Scholar Advisor 529 Modea | 344.45M | -0.98 | 6.52 | 6.36 | ||
SC Future Scholar Advisor 529 Colua | 274.95M | -0.40 | 5.91 | 5.43 | ||
SC Future Scholar 529 Direct Large | 256.99M | -5.02 | 11.97 | 12.10 | ||
SC Future Scholar 529 Direct Growth | 235.7M | -2.17 | 8.40 | 8.42 |
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