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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.110 | 18.620 | 18.510 |
Shares | 20.070 | 20.070 | 0.000 |
Bonds | 79.780 | 79.850 | 0.070 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.621 | 18.292 |
Price to Book | 2.599 | 2.551 |
Price to Sales | 1.941 | 1.893 |
Price to Cash Flow | 11.350 | 11.145 |
Dividend Yield | 2.139 | 2.218 |
5 Years Earnings Growth | 9.309 | 9.235 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.030 | 24.635 |
Financial Services | 17.580 | 17.588 |
Industrials | 11.770 | 11.678 |
Consumer Cyclical | 10.360 | 10.368 |
Healthcare | 9.050 | 9.056 |
Communication Services | 7.920 | 7.888 |
Consumer Defensive | 5.570 | 5.688 |
Basic Materials | 3.730 | 3.769 |
Energy | 3.650 | 3.788 |
Real Estate | 2.720 | 2.721 |
Utilities | 2.630 | 2.828 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 55.97 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 23.67 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 12.20 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 8.17 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Retirement Savings Tr | 19.57B | 1.23 | 2.28 | 1.99 | ||
The Vanguard Retirement Savings Tr4 | 19.57B | 1.52 | 2.42 | 2.09 | ||
IA College Savings Iowa 529 Total D | 747.46M | 7.96 | 16.25 | 12.83 | ||
IA College Savings Iowa 529 Growthg | 581.13M | 10.19 | 12.17 | 8.65 | ||
IA College Savings Iowa 529 Moderap | 464.69M | 8.37 | 9.53 | 7.00 |
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