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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.780 | 8.880 | 8.100 |
Shares | 41.800 | 41.800 | 0.000 |
Bonds | 57.340 | 57.470 | 0.130 |
Convertible | 0.040 | 0.040 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.865 | 16.924 |
Price to Book | 2.400 | 2.443 |
Price to Sales | 1.796 | 1.812 |
Price to Cash Flow | 10.491 | 10.445 |
Dividend Yield | 2.246 | 2.295 |
5 Years Earnings Growth | 9.677 | 10.052 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.090 | 20.407 |
Financial Services | 17.780 | 16.627 |
Industrials | 11.540 | 11.035 |
Consumer Cyclical | 10.440 | 9.772 |
Healthcare | 10.090 | 11.635 |
Communication Services | 7.560 | 7.271 |
Consumer Defensive | 6.150 | 6.288 |
Basic Materials | 3.910 | 3.676 |
Energy | 3.760 | 4.381 |
Real Estate | 2.910 | 5.602 |
Utilities | 2.770 | 3.305 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 40.51 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 25.03 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 17.24 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 17.24 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Retirement Savings Tr | 20.64B | 0.80 | 2.21 | 1.97 | ||
The Vanguard Retirement Savings Tr4 | 20.64B | 0.62 | 2.24 | 2.05 | ||
IA College Savings Iowa 529 Income | 728.96M | 2.21 | 3.71 | 3.10 | ||
IA College Savings Iowa 529 Total D | 708.18M | -5.50 | 11.17 | 11.47 | ||
IA College Savings Iowa 529 Growthg | 557.41M | 0.69 | 8.51 | 7.62 |
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