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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.180 | 6.880 | 3.700 |
Shares | 58.190 | 58.190 | 0.000 |
Bonds | 31.270 | 31.290 | 0.020 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 7.350 | 7.450 | 0.100 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.603 | 17.603 |
Price to Book | 2.547 | 2.547 |
Price to Sales | 2.020 | 2.020 |
Price to Cash Flow | 11.403 | 11.403 |
Dividend Yield | 2.396 | 2.396 |
5 Years Earnings Growth | 9.944 | 9.944 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.320 | 22.320 |
Financial Services | 15.970 | 15.970 |
Healthcare | 10.270 | 10.270 |
Consumer Cyclical | 10.260 | 10.260 |
Industrials | 9.900 | 9.900 |
Real Estate | 7.620 | 7.620 |
Communication Services | 7.620 | 7.620 |
Consumer Defensive | 6.230 | 6.230 |
Basic Materials | 3.740 | 3.740 |
Energy | 3.390 | 3.390 |
Utilities | 2.690 | 2.690 |
Number of long holdings: 10
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab S&P 500 Index Inv | - | 31.02 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 19.35 | - | - | |
iShares MSCI EAFE Intl Idx K | - | 17.55 | - | - | |
VANGUARD EXT MKT INDEX - INST (856) | - | 7.27 | - | - | |
Vanguard Emerging Mkts Stock Idx Instl | - | 6.79 | - | - | |
Vanguard High-Yield Corporate Adm | - | 6.17 | - | - | |
Vanguard Total Intl Bd Idx Investor | - | 4.58 | - | - | |
Vanguard Real Estate Index Institutional | - | 3.23 | - | - | |
Vanguard Stable Value | - | 2.54 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 1.51 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Gro | 4.85B | -9.53 | 9.42 | 14.11 | ||
NV Vanguard 529 College Savings Plp | 2.5B | -4.30 | 8.92 | 12.33 | ||
NY New Yorks 529 Program Direct Val | 2.36B | 2.61 | 7.96 | 10.25 | ||
NV Vanguard 529 College Savings Psm | 1.81B | -4.85 | 8.01 | 11.62 | ||
IN CollegeChoice Direct Savings Plu | 1.25B | -4.86 | 7.98 | 11.59 |
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