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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.410 | 14.260 | 13.850 |
Shares | 39.950 | 39.950 | 0.000 |
Bonds | 59.590 | 59.640 | 0.050 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.626 | 18.197 |
Price to Book | 2.600 | 2.590 |
Price to Sales | 1.942 | 1.919 |
Price to Cash Flow | 11.354 | 11.018 |
Dividend Yield | 2.138 | 2.200 |
5 Years Earnings Growth | 9.310 | 9.847 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.040 | 21.685 |
Financial Services | 17.570 | 16.671 |
Industrials | 11.760 | 11.328 |
Consumer Cyclical | 10.360 | 9.781 |
Healthcare | 9.050 | 10.682 |
Communication Services | 7.920 | 7.468 |
Consumer Defensive | 5.570 | 6.094 |
Basic Materials | 3.720 | 3.505 |
Energy | 3.640 | 4.220 |
Real Estate | 2.720 | 5.396 |
Utilities | 2.630 | 3.168 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 41.78 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 24.29 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 17.71 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 16.22 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Retirement Savings Tr | 19.57B | 1.23 | 2.28 | 1.99 | ||
The Vanguard Retirement Savings Tr4 | 19.57B | 1.52 | 2.42 | 2.09 | ||
IA College Savings Iowa 529 Income | 748.52M | 5.00 | 4.41 | 3.46 | ||
IA College Savings Iowa 529 Total D | 747.46M | 7.96 | 16.25 | 12.83 | ||
IA College Savings Iowa 529 Growthg | 581.13M | 10.19 | 12.17 | 8.65 |
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