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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.380 | 14.310 | 13.930 |
Shares | 39.420 | 39.420 | 0.000 |
Bonds | 60.160 | 60.250 | 0.090 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.954 | 18.275 |
Price to Book | 2.646 | 2.603 |
Price to Sales | 1.978 | 1.919 |
Price to Cash Flow | 11.559 | 11.080 |
Dividend Yield | 2.065 | 2.179 |
5 Years Earnings Growth | 9.478 | 9.925 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.470 | 21.705 |
Financial Services | 17.490 | 16.661 |
Industrials | 11.910 | 11.322 |
Consumer Cyclical | 10.370 | 9.780 |
Healthcare | 8.720 | 10.684 |
Communication Services | 7.970 | 7.472 |
Consumer Defensive | 5.370 | 6.093 |
Basic Materials | 3.690 | 3.499 |
Energy | 3.690 | 4.218 |
Real Estate | 2.670 | 5.396 |
Utilities | 2.650 | 3.168 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 42.19 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 24.07 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 18.01 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 15.75 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Retirement Savings Tr | 19.57B | 1.45 | 2.31 | 1.99 | ||
The Vanguard Retirement Savings Tr4 | 19.57B | 1.52 | 2.42 | 2.09 | ||
IA College Savings Iowa 529 Total D | 798.06M | 7.96 | 16.25 | 12.83 | ||
IA College Savings Iowa 529 Income | 768.39M | 5.00 | 4.41 | 3.46 | ||
IA College Savings Iowa 529 Growthg | 602.34M | 10.19 | 12.17 | 8.65 |
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