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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.870 | 6.360 | 5.490 |
Shares | 60.640 | 60.640 | 0.000 |
Bonds | 38.420 | 38.510 | 0.090 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.774 | 17.544 |
Price to Book | 2.498 | 2.842 |
Price to Sales | 1.855 | 2.078 |
Price to Cash Flow | 10.955 | 11.228 |
Dividend Yield | 2.210 | 2.204 |
5 Years Earnings Growth | 9.174 | 10.019 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.210 | 21.465 |
Financial Services | 17.670 | 16.989 |
Industrials | 11.450 | 10.974 |
Consumer Cyclical | 10.510 | 9.604 |
Healthcare | 10.130 | 12.842 |
Communication Services | 7.630 | 7.034 |
Consumer Defensive | 6.140 | 6.612 |
Basic Materials | 3.850 | 3.258 |
Energy | 3.740 | 4.877 |
Real Estate | 2.910 | 3.351 |
Utilities | 2.760 | 2.994 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 37.11 | - | - | |
Vanguard Total Bond Market II Idx I | - | 26.98 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 24.19 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 11.73 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Retirement Savings Tr4 | 20.28B | 1.06 | 2.35 | 2.08 | ||
The Vanguard Retirement Savings Tr | 20.28B | 1.02 | 2.25 | 1.98 | ||
IA College Savings Iowa 529 Income | 748.52M | 3.05 | 3.92 | 3.22 | ||
IA College Savings Iowa 529 Total D | 747.46M | 0.46 | 13.57 | 12.00 | ||
IA College Savings Iowa 529 Growthg | 581.13M | 5.20 | 9.99 | 8.05 |
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