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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.960 | 3.670 | 2.710 |
Shares | 80.010 | 80.010 | 0.000 |
Bonds | 18.960 | 19.000 | 0.040 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.898 | 16.980 |
Price to Book | 2.409 | 2.469 |
Price to Sales | 1.802 | 1.843 |
Price to Cash Flow | 10.516 | 10.577 |
Dividend Yield | 2.238 | 2.318 |
5 Years Earnings Growth | 9.680 | 10.014 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.170 | 20.672 |
Financial Services | 17.740 | 17.446 |
Industrials | 11.510 | 10.872 |
Consumer Cyclical | 10.430 | 10.412 |
Healthcare | 10.110 | 11.065 |
Communication Services | 7.570 | 6.840 |
Consumer Defensive | 6.150 | 6.931 |
Basic Materials | 3.890 | 3.782 |
Energy | 3.750 | 4.809 |
Real Estate | 2.910 | 4.094 |
Utilities | 2.770 | 3.077 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 48.27 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 32.62 | - | - | |
Vanguard Total Bond Market II Idx I | - | 13.30 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 5.79 | - | - |
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 Moderap | 451.71M | 1.17 | 6.94 | 6.20 |
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