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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.120 | 0.620 | 0.500 |
Shares | 87.010 | 87.010 | 0.000 |
Bonds | 12.810 | 12.810 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.576 | 17.302 |
Price to Book | 2.732 | 2.339 |
Price to Sales | 2.111 | 1.711 |
Price to Cash Flow | 11.852 | 9.495 |
Dividend Yield | 2.123 | 2.419 |
5 Years Earnings Growth | 9.207 | 9.804 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.250 | 19.817 |
Financial Services | 16.230 | 16.119 |
Industrials | 10.700 | 10.882 |
Consumer Cyclical | 9.940 | 10.592 |
Healthcare | 8.660 | 11.234 |
Communication Services | 7.930 | 7.261 |
Real Estate | 6.730 | 7.051 |
Consumer Defensive | 5.350 | 6.612 |
Energy | 3.400 | 3.973 |
Basic Materials | 3.370 | 3.567 |
Utilities | 2.430 | 2.891 |
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 | 55.54 | 138.86 | -0.30% | |
iShares Core MSCI Total Intl Stk ETF | - | 27.86 | - | - | |
iShares Core US Aggregate Bond | US4642872265 | 9.55 | 98.85 | +0.54% | |
iShares Core U.S. REIT | US4642885218 | 3.68 | 57.80 | +1.94% | |
iShares 20+ Year Treasury Bond ETF | - | 1.93 | - | - | |
iShares TIPS Bond | US4642871762 | 1.43 | 110.28 | +0.54% |
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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