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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.540 | 1.670 | 1.130 |
Shares | 32.640 | 32.640 | 0.000 |
Bonds | 66.800 | 66.800 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.619 | 17.025 |
Price to Book | 2.749 | 2.266 |
Price to Sales | 2.118 | 1.663 |
Price to Cash Flow | 11.886 | 8.977 |
Dividend Yield | 2.107 | 2.744 |
5 Years Earnings Growth | 9.215 | 9.211 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.420 | 19.929 |
Financial Services | 16.210 | 15.191 |
Industrials | 10.670 | 10.079 |
Consumer Cyclical | 9.960 | 9.813 |
Healthcare | 8.690 | 11.307 |
Communication Services | 7.960 | 7.955 |
Real Estate | 6.560 | 9.232 |
Consumer Defensive | 5.350 | 6.598 |
Energy | 3.390 | 3.728 |
Basic Materials | 3.350 | 3.151 |
Utilities | 2.440 | 3.021 |
Number of long holdings: 8
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core US Aggregate Bond | US4642872265 | 57.70 | 99.21 | -0.04% | |
iShares Core S&P Total U.S. Stock Market | US4642871507 | 21.08 | 138.21 | +0.63% | |
iShares Core MSCI Total Intl Stk ETF | - | 10.26 | - | - | |
iShares TIPS Bond | US4642871762 | 8.62 | 110.30 | -0.08% | |
iShares Core U.S. REIT | US4642885218 | 1.33 | 56.26 | -0.88% | |
iShares 20+ Year Treasury Bond ETF | - | 1.01 | - | - | |
iShares 1-3 Year Treasury Bond ETF | - | 0.00 | - | - | |
iShares Short Treasury Bond ETF | - | 0.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ME NextGen College Investing Plan a | 175.9M | 7.06 | 24.23 | 15.60 | ||
ME NextGen iShares Ages 8 10 A | 150.92M | 7.45 | 10.42 | 6.61 | ||
ME NextGen College Investing Plan d | 125.03M | 6.11 | 19.45 | 13.44 | ||
ME NextGen College Investing Plan 0 | 125.03M | 8.71 | 14.45 | 9.16 | ||
ME NextGen College Investing Plan 8 | 125.03M | 7.60 | 10.78 | 7.00 |
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