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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.650 | 1.680 | 0.030 |
Shares | 69.760 | 69.760 | 0.000 |
Bonds | 28.720 | 28.720 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.854 | 18.515 |
Price to Book | 2.797 | 2.634 |
Price to Sales | 2.174 | 1.936 |
Price to Cash Flow | 12.296 | 11.204 |
Dividend Yield | 2.186 | 2.198 |
5 Years Earnings Growth | 8.885 | 9.607 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.250 | 22.355 |
Financial Services | 16.020 | 17.319 |
Industrials | 10.540 | 11.115 |
Consumer Cyclical | 9.880 | 10.484 |
Healthcare | 9.250 | 10.071 |
Real Estate | 8.790 | 3.838 |
Communication Services | 7.970 | 7.185 |
Consumer Defensive | 5.820 | 6.680 |
Energy | 3.020 | 4.332 |
Basic Materials | 3.000 | 3.619 |
Utilities | 2.470 | 3.005 |
Number of long holdings: 7
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nuveen Equity Index R6 | - | 44.70 | - | - | |
Nuveen Bond Index R6 | - | 20.54 | - | - | |
Nuveen International Eq Idx R6 | - | 17.02 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 5.80 | - | - | |
Vanguard Real Estate Index Institutional | - | 4.61 | - | - | |
Nuveen Emerging Markets Eq Idx R6 | - | 4.44 | - | - | |
Vanguard High-Yield Corporate Adm | - | 2.88 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Pue | 3.03B | 8.04 | 16.35 | 12.96 | ||
MI Education Savings Program US Equ | 923.82M | 8.02 | 16.31 | 12.91 | ||
WI Edvest 529 Plan Large Cap Stock | 888.55M | 8.55 | 16.97 | 13.52 | ||
WI Edvest 529 Plan Based Aggressive | 695.91M | 9.23 | 11.89 | 8.89 | ||
OR Oregon College Savings Plan US E | 562.52M | 7.95 | 16.19 | - |
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