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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.120 | 10.750 | 3.630 |
Shares | 41.760 | 41.760 | 0.000 |
Bonds | 45.430 | 45.520 | 0.090 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 5.670 | 5.750 | 0.080 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.654 | 17.654 |
Price to Book | 2.539 | 2.539 |
Price to Sales | 2.011 | 2.011 |
Price to Cash Flow | 11.299 | 11.299 |
Dividend Yield | 2.398 | 2.398 |
5 Years Earnings Growth | 9.341 | 9.341 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.310 | 22.310 |
Financial Services | 16.370 | 16.370 |
Consumer Cyclical | 10.170 | 10.170 |
Industrials | 10.140 | 10.140 |
Healthcare | 10.110 | 10.110 |
Communication Services | 7.800 | 7.800 |
Real Estate | 7.320 | 7.320 |
Consumer Defensive | 6.290 | 6.290 |
Basic Materials | 3.500 | 3.500 |
Energy | 3.310 | 3.310 |
Utilities | 2.670 | 2.670 |
Number of long holdings: 10
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 27.44 | - | - | |
Schwab S&P 500 Index Inv | - | 22.89 | - | - | |
iShares MSCI EAFE Intl Idx K | - | 12.26 | - | - | |
Vanguard High-Yield Corporate Adm | - | 9.14 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 6.92 | - | - | |
Vanguard Stable Value | - | 6.52 | - | - | |
VANGUARD EXT MKT INDEX - INST (856) | - | 5.65 | - | - | |
Vanguard Emerging Mkts Stock Idx Instl | - | 4.70 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 2.28 | - | - | |
Vanguard Real Estate Index Institutional | - | 2.19 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NV Vanguard 529 College Savings Plp | 5B | -4.97 | 12.02 | 12.15 | ||
NY New Yorks 529 Program Direct Gro | 4.85B | -7.54 | 15.38 | 14.37 | ||
NV Vanguard 529 College Savings Psm | 3.11B | -5.50 | 11.22 | 11.50 | ||
NY New Yorks 529 Program Direct Val | 2.33B | -1.02 | 8.41 | 9.68 | ||
NV Vanguard 529 College Savings Pgi | 1.75B | -7.56 | 15.35 | 14.29 |
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