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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.010 | 5.270 | 4.260 |
Shares | 80.370 | 80.370 | 0.000 |
Bonds | 18.550 | 18.570 | 0.020 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.887 | 18.515 |
Price to Book | 2.652 | 2.634 |
Price to Sales | 1.956 | 1.936 |
Price to Cash Flow | 11.538 | 11.204 |
Dividend Yield | 2.070 | 2.198 |
5 Years Earnings Growth | 9.484 | 9.607 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.190 | 22.355 |
Financial Services | 17.500 | 17.319 |
Industrials | 11.710 | 11.115 |
Consumer Cyclical | 10.370 | 10.484 |
Healthcare | 9.060 | 10.071 |
Communication Services | 7.950 | 7.185 |
Consumer Defensive | 5.560 | 6.680 |
Basic Materials | 3.690 | 3.619 |
Energy | 3.630 | 4.332 |
Real Estate | 2.720 | 3.838 |
Utilities | 2.630 | 3.005 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 49.52 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 31.96 | - | - | |
Vanguard Total Bond Market II Idx I | - | 13.10 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 5.42 | - | - |
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 Moderap | 477.77M | 8.37 | 9.53 | 7.00 |
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