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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 | 18.401 |
Price to Book | 2.797 | 2.613 |
Price to Sales | 2.174 | 1.933 |
Price to Cash Flow | 12.296 | 11.127 |
Dividend Yield | 2.186 | 2.228 |
5 Years Earnings Growth | 8.885 | 9.512 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.250 | 22.323 |
Financial Services | 16.020 | 17.334 |
Industrials | 10.540 | 11.127 |
Consumer Cyclical | 9.880 | 10.483 |
Healthcare | 9.250 | 10.069 |
Real Estate | 8.790 | 3.838 |
Communication Services | 7.970 | 7.179 |
Consumer Defensive | 5.820 | 6.682 |
Energy | 3.020 | 4.335 |
Basic Materials | 3.000 | 3.627 |
Utilities | 2.470 | 3.006 |
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 | 2.97B | 5.71 | 19.02 | 12.90 | ||
MI Education Savings Program US Equ | 906.7M | 5.70 | 18.97 | 12.86 | ||
WI Edvest 529 Plan Large Cap Stock | 869.71M | 6.16 | 19.56 | 13.50 | ||
WI Edvest 529 Plan Based Aggressive | 692.9M | 8.51 | 14.09 | 8.98 | ||
OR Oregon College Savings Plan US E | 554.79M | 5.56 | 18.82 | - |
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