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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.580 | 11.710 | 5.130 |
Shares | 43.800 | 43.800 | 0.000 |
Bonds | 43.580 | 43.620 | 0.040 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 6.020 | 6.100 | 0.080 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.367 | 18.367 |
Price to Book | 2.653 | 2.653 |
Price to Sales | 2.072 | 2.072 |
Price to Cash Flow | 12.152 | 12.152 |
Dividend Yield | 2.304 | 2.304 |
5 Years Earnings Growth | 10.340 | 10.340 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.600 | 22.600 |
Financial Services | 15.680 | 15.680 |
Consumer Cyclical | 10.650 | 10.650 |
Healthcare | 10.130 | 10.130 |
Industrials | 9.930 | 9.930 |
Communication Services | 7.860 | 7.860 |
Real Estate | 7.420 | 7.420 |
Consumer Defensive | 6.020 | 6.020 |
Basic Materials | 3.700 | 3.700 |
Energy | 3.330 | 3.330 |
Utilities | 2.680 | 2.680 |
Number of long holdings: 10
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 26.69 | - | - | |
Schwab S&P 500 Index Inv | - | 23.91 | - | - | |
iShares MSCI EAFE Intl Idx K | - | 12.93 | - | - | |
Vanguard High-Yield Corporate Adm | - | 8.62 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 6.44 | - | - | |
Vanguard Stable Value | - | 6.09 | - | - | |
VANGUARD EXT MKT INDEX - INST (856) | - | 5.97 | - | - | |
Vanguard Emerging Mkts Stock Idx Instl | - | 4.87 | - | - | |
Vanguard Real Estate Index Institutional | - | 2.38 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 2.10 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Gro | 4.85B | -1.15 | 14.10 | 14.99 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 1.43 | 12.40 | 12.81 | ||
NY New Yorks 529 Program Direct Val | 2.36B | 5.20 | 10.02 | 10.35 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 1.11 | 11.40 | 12.18 | ||
IN CollegeChoice Direct Savings Plu | 1.32B | 1.11 | 11.37 | 12.15 |
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