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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.010 | 2.060 | 0.050 |
Shares | 55.060 | 55.060 | 0.000 |
Bonds | 39.310 | 39.340 | 0.030 |
Other | 3.630 | 3.630 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.030 | 17.957 |
Price to Book | 2.850 | 2.975 |
Price to Sales | 2.271 | 2.116 |
Price to Cash Flow | 12.833 | 11.802 |
Dividend Yield | 2.203 | 2.118 |
5 Years Earnings Growth | 10.026 | 10.625 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.730 | 22.996 |
Financial Services | 14.400 | 16.167 |
Real Estate | 13.000 | 3.323 |
Healthcare | 10.090 | 12.524 |
Consumer Cyclical | 10.020 | 9.848 |
Industrials | 9.850 | 10.726 |
Communication Services | 7.410 | 7.215 |
Consumer Defensive | 5.340 | 6.309 |
Energy | 3.030 | 4.708 |
Basic Materials | 2.840 | 3.205 |
Utilities | 2.290 | 2.979 |
Number of long holdings: 7
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nuveen Equity Index R6 | - | 35.33 | - | - | |
Vanguard Total Bond Market ETF | - | 28.29 | - | - | |
Nuveen International Eq Idx R6 | - | 14.63 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 8.10 | - | - | |
DFA Real Estate Securities I | - | 6.03 | - | - | |
Vanguard High-Yield Corporate Inv | - | 4.03 | - | - | |
Vanguard EM Stock Index Fd | - | 3.58 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Pue | 2.86B | 1.16 | 11.53 | 12.31 | ||
MI Education Savings Program US Equ | 865.69M | 1.17 | 11.49 | 12.26 | ||
WI Edvest 529 Plan Large Cap Stock | 840.79M | 1.44 | 12.43 | 12.84 | ||
WI Edvest 529 Plan Based Aggressive | 653.32M | 3.04 | 7.36 | 8.27 | ||
OR Oregon College Savings Plan US E | 498.86M | 1.12 | 11.30 | - |
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