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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.320 | 1.360 | 1.040 |
Shares | 50.500 | 50.500 | 0.000 |
Bonds | 49.150 | 49.150 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.384 | 18.097 |
Price to Book | 2.550 | 2.551 |
Price to Sales | 1.976 | 1.874 |
Price to Cash Flow | 11.213 | 10.819 |
Dividend Yield | 2.237 | 2.167 |
5 Years Earnings Growth | 9.106 | 10.397 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.480 | 20.150 |
Financial Services | 16.840 | 15.919 |
Industrials | 11.080 | 11.009 |
Consumer Cyclical | 10.250 | 10.651 |
Healthcare | 8.860 | 11.330 |
Communication Services | 7.710 | 8.057 |
Real Estate | 6.330 | 6.636 |
Consumer Defensive | 5.770 | 6.466 |
Basic Materials | 3.670 | 3.510 |
Energy | 3.470 | 3.524 |
Utilities | 2.530 | 2.751 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core US Aggregate Bond | US4642872265 | 36.76 | 98.80 | -0.28% | |
iShares Core S&P Total U.S. Stock Market | US4642871507 | 30.03 | 134.33 | +0.46% | |
iShares Core MSCI Total Intl Stk ETF | - | 18.63 | - | - | |
iShares 20+ Year Treasury Bond ETF | - | 7.18 | - | - | |
iShares TIPS Bond | US4642871762 | 5.51 | 109.76 | -0.13% | |
iShares Core U.S. REIT | US4642885218 | 1.89 | 56.25 | +0.27% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ME NextGen College Investing Plan a | 175.9M | 0.34 | 18.13 | 14.64 | ||
ME NextGen iShares Ages 8 10 A | 150.92M | 3.75 | 7.11 | 6.07 | ||
ME NextGen College Investing Plan d | 125.03M | 0.98 | 14.16 | 12.66 | ||
ME NextGen College Investing Plan 0 | 125.03M | 4.31 | 10.05 | 8.52 | ||
ME NextGen College Investing Plan 8 | 125.03M | 3.91 | 7.46 | 6.46 |
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