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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.230 | 1.110 | 0.880 |
Shares | 65.600 | 65.600 | 0.000 |
Bonds | 34.130 | 34.130 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.700 | 16.446 |
Price to Book | 2.631 | 2.202 |
Price to Sales | 2.026 | 1.593 |
Price to Cash Flow | 11.414 | 8.997 |
Dividend Yield | 2.172 | 2.548 |
5 Years Earnings Growth | 9.112 | 9.311 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.150 | 19.701 |
Financial Services | 16.510 | 16.039 |
Industrials | 10.820 | 10.911 |
Consumer Cyclical | 10.270 | 10.218 |
Healthcare | 8.910 | 11.158 |
Communication Services | 7.810 | 7.103 |
Real Estate | 6.380 | 7.785 |
Consumer Defensive | 5.730 | 6.498 |
Basic Materials | 3.500 | 3.511 |
Energy | 3.420 | 4.142 |
Utilities | 2.510 | 2.933 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core S&P Total U.S. Stock Market | US4642871507 | 41.42 | 134.41 | +0.52% | |
iShares Core US Aggregate Bond | US4642872265 | 25.53 | 98.91 | -0.18% | |
iShares Core MSCI Total Intl Stk ETF | - | 21.75 | - | - | |
iShares 20+ Year Treasury Bond ETF | - | 4.99 | - | - | |
iShares TIPS Bond | US4642871762 | 3.83 | 109.86 | -0.04% | |
iShares Core U.S. REIT | US4642885218 | 2.49 | 56.60 | +0.89% |
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 Based 11 13 Y D | 125.03M | 3.78 | 6.12 | 5.44 |
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