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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.700 | 11.900 | 11.200 |
Shares | 20.400 | 20.400 | 0.000 |
Bonds | 78.830 | 79.010 | 0.180 |
Convertible | 0.060 | 0.060 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.908 | 16.528 |
Price to Book | 2.412 | 2.353 |
Price to Sales | 1.803 | 1.746 |
Price to Cash Flow | 10.524 | 10.252 |
Dividend Yield | 2.236 | 2.342 |
5 Years Earnings Growth | 9.681 | 9.639 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.190 | 22.560 |
Financial Services | 17.730 | 17.755 |
Industrials | 11.500 | 11.426 |
Consumer Cyclical | 10.430 | 10.408 |
Healthcare | 10.110 | 10.206 |
Communication Services | 7.580 | 7.533 |
Consumer Defensive | 6.150 | 6.246 |
Basic Materials | 3.880 | 3.933 |
Energy | 3.750 | 4.083 |
Real Estate | 2.910 | 2.907 |
Utilities | 2.770 | 2.945 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 55.53 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 23.86 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 12.33 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 8.29 | - | - |
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 Total D | 708.18M | -5.50 | 11.17 | 11.47 | ||
IA College Savings Iowa 529 Growthg | 557.41M | 0.69 | 8.51 | 7.62 | ||
IA College Savings Iowa 529 Moderap | 451.71M | 1.17 | 6.94 | 6.20 |
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