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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.080 | 18.800 | 18.720 |
Shares | 19.660 | 19.660 | 0.000 |
Bonds | 80.230 | 80.350 | 0.120 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.960 | 18.595 |
Price to Book | 2.648 | 2.594 |
Price to Sales | 1.979 | 1.926 |
Price to Cash Flow | 11.563 | 11.333 |
Dividend Yield | 2.064 | 2.151 |
5 Years Earnings Growth | 9.479 | 9.388 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.480 | 25.027 |
Financial Services | 17.480 | 17.497 |
Industrials | 11.910 | 11.817 |
Consumer Cyclical | 10.370 | 10.378 |
Healthcare | 8.720 | 8.756 |
Communication Services | 7.970 | 7.939 |
Consumer Defensive | 5.370 | 5.499 |
Basic Materials | 3.690 | 3.741 |
Energy | 3.690 | 3.826 |
Real Estate | 2.670 | 2.676 |
Utilities | 2.650 | 2.842 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 56.22 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 24.06 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 12.02 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 7.85 | - | - |
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 Growthg | 602.34M | 10.19 | 12.17 | 8.65 | ||
IA College Savings Iowa 529 Moderap | 477.77M | 8.37 | 9.53 | 7.00 |
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