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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.270 | 1.110 | 0.840 |
Shares | 64.560 | 64.560 | 0.000 |
Bonds | 35.130 | 35.130 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.645 | 16.278 |
Price to Book | 2.518 | 2.186 |
Price to Sales | 1.938 | 1.581 |
Price to Cash Flow | 10.956 | 8.923 |
Dividend Yield | 2.233 | 2.558 |
5 Years Earnings Growth | 9.614 | 9.458 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.270 | 19.556 |
Financial Services | 16.610 | 16.071 |
Industrials | 10.520 | 10.867 |
Consumer Cyclical | 10.050 | 10.185 |
Healthcare | 9.730 | 11.269 |
Communication Services | 7.580 | 7.063 |
Real Estate | 6.560 | 7.806 |
Consumer Defensive | 5.950 | 6.518 |
Basic Materials | 3.600 | 3.526 |
Energy | 3.550 | 4.188 |
Utilities | 2.590 | 2.950 |
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 | 40.51 | 128.70 | -0.13% | |
iShares Core US Aggregate Bond | US4642872265 | 26.26 | 98.10 | +0.25% | |
iShares Core MSCI Total Intl Stk ETF | - | 21.61 | - | - | |
iShares 20+ Year Treasury Bond ETF | - | 5.18 | - | - | |
iShares TIPS Bond | US4642871762 | 3.94 | 109.29 | +0.33% | |
iShares Core U.S. REIT | US4642885218 | 2.49 | 57.19 | +0.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ME NextGen College Investing Plan a | 175.9M | -7.44 | 14.23 | 13.86 | ||
ME NextGen iShares Ages 8 10 A | 150.92M | 0.46 | 5.97 | 5.76 | ||
ME NextGen College Investing Plan d | 125.03M | -4.98 | 11.93 | 12.12 | ||
ME NextGen College Investing Plan 0 | 125.03M | -0.46 | 8.30 | 8.07 | ||
ME NextGen College Based 11 13 Y D | 125.03M | 1.49 | 5.35 | 5.22 |
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