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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.600 | 11.470 | 8.870 |
Shares | 60.720 | 60.720 | 0.000 |
Bonds | 36.610 | 36.670 | 0.060 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.530 | 18.506 |
Price to Book | 2.581 | 2.956 |
Price to Sales | 1.915 | 2.160 |
Price to Cash Flow | 11.311 | 11.722 |
Dividend Yield | 2.170 | 2.143 |
5 Years Earnings Growth | 9.317 | 9.841 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.010 | 22.502 |
Financial Services | 17.680 | 16.857 |
Industrials | 11.780 | 11.065 |
Consumer Cyclical | 10.600 | 9.491 |
Healthcare | 9.300 | 12.291 |
Communication Services | 7.800 | 7.209 |
Consumer Defensive | 5.930 | 6.550 |
Basic Materials | 3.780 | 3.167 |
Energy | 3.640 | 4.613 |
Real Estate | 2.800 | 3.304 |
Utilities | 2.680 | 2.948 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 36.96 | - | - | |
Vanguard Total Bond Market II Idx I | - | 26.98 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 24.53 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 11.54 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Retirement Savings Tr | 20.14B | 1.23 | 2.28 | 1.99 | ||
The Vanguard Retirement Savings Tr4 | 20.14B | 1.28 | 2.39 | 2.09 | ||
IA College Savings Iowa 529 Income | 748.52M | 4.96 | 5.61 | 3.54 | ||
IA College Savings Iowa 529 Total D | 747.46M | 5.55 | 18.87 | 12.75 | ||
IA College Savings Iowa 529 Growthg | 581.13M | 9.36 | 14.13 | 8.67 |
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