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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.490 | 13.190 | 4.700 |
Shares | 43.350 | 43.350 | 0.000 |
Bonds | 41.960 | 42.000 | 0.040 |
Other | 6.200 | 6.290 | 0.090 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.001 | 19.001 |
Price to Book | 2.885 | 2.885 |
Price to Sales | 2.288 | 2.288 |
Price to Cash Flow | 12.670 | 12.670 |
Dividend Yield | 2.199 | 2.199 |
5 Years Earnings Growth | 9.026 | 9.026 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.670 | 24.670 |
Financial Services | 16.510 | 16.510 |
Industrials | 10.490 | 10.490 |
Consumer Cyclical | 9.970 | 9.970 |
Healthcare | 8.770 | 8.770 |
Communication Services | 8.380 | 8.380 |
Real Estate | 6.610 | 6.610 |
Consumer Defensive | 5.630 | 5.630 |
Basic Materials | 3.290 | 3.290 |
Energy | 3.080 | 3.080 |
Utilities | 2.590 | 2.590 |
Number of long holdings: 10
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 26.99 | - | - | |
Schwab S&P 500 Index Inv | - | 24.40 | - | - | |
iShares MSCI EAFE Intl Idx K | - | 12.20 | - | - | |
Vanguard High-Yield Corporate Adm | - | 8.68 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 6.39 | - | - | |
VANGUARD EXT MKT INDEX - INST (856) | - | 6.16 | - | - | |
Vanguard Stable Value | - | 6.06 | - | - | |
Vanguard Emerging Mkts Stock Idx Instl | - | 5.01 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 2.07 | - | - | |
Vanguard Real Estate Index Institutional | - | 2.05 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Gro | 5.91B | 17.28 | 31.55 | 17.87 | ||
NV Vanguard 529 College Savings Plp | 5.71B | 14.72 | 24.77 | 15.13 | ||
NV Vanguard 529 College Savings Psm | 3.5B | 14.25 | 23.97 | 14.54 | ||
NY New Yorks 529 Program Direct Val | 2.32B | 11.90 | 17.52 | 12.00 | ||
NV Vanguard 529 College Savings Pgi | 2.15B | 17.24 | 31.51 | 17.80 |
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