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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 19.630 | 19.630 | 0.000 |
Bonds | 80.780 | 80.860 | 0.080 |
Convertible | 0.050 | 0.050 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.030 | 16.753 |
Price to Book | 2.405 | 2.366 |
Price to Sales | 1.716 | 1.676 |
Price to Cash Flow | 10.919 | 10.693 |
Dividend Yield | 2.251 | 2.324 |
5 Years Earnings Growth | 11.115 | 11.012 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.820 | 22.613 |
Financial Services | 15.710 | 15.780 |
Industrials | 11.770 | 11.792 |
Healthcare | 10.980 | 10.943 |
Consumer Cyclical | 10.830 | 10.805 |
Communication Services | 7.100 | 7.033 |
Consumer Defensive | 6.190 | 6.203 |
Energy | 4.690 | 4.780 |
Basic Materials | 4.440 | 4.501 |
Real Estate | 2.860 | 2.878 |
Utilities | 2.600 | 2.679 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 56.07 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 24.09 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 11.91 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 7.99 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Retirement Savings Tr | 22.54B | 0.80 | 1.82 | 1.92 | ||
The Vanguard Retirement Savings Tr4 | 22.54B | 0.83 | 1.92 | 2.02 | ||
IA College Savings Iowa 529 Moderap | 675.01M | 1.26 | 1.06 | 5.96 | ||
IA College Savings Iowa 529 Conserv | 512.94M | -0.03 | -0.37 | 4.41 | ||
IA College Savings Iowa 529 Growthg | 488.82M | 2.55 | 2.42 | 7.38 |
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