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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.580 | 1.600 | 0.020 |
Shares | 54.250 | 54.250 | 0.000 |
Bonds | 40.410 | 40.430 | 0.020 |
Other | 3.770 | 3.770 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.983 | 17.757 |
Price to Book | 2.715 | 2.936 |
Price to Sales | 2.201 | 2.096 |
Price to Cash Flow | 12.074 | 11.572 |
Dividend Yield | 2.324 | 2.154 |
5 Years Earnings Growth | 9.485 | 10.566 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.390 | 22.635 |
Financial Services | 14.880 | 16.411 |
Real Estate | 13.200 | 3.333 |
Healthcare | 10.240 | 12.499 |
Industrials | 9.860 | 10.791 |
Consumer Cyclical | 9.370 | 9.831 |
Communication Services | 7.140 | 7.191 |
Consumer Defensive | 5.620 | 6.323 |
Energy | 3.100 | 4.731 |
Basic Materials | 2.860 | 3.267 |
Utilities | 2.330 | 2.988 |
Number of long holdings: 7
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nuveen Equity Index R6 | - | 34.26 | - | - | |
Vanguard Total Bond Market ETF | - | 28.71 | - | - | |
Nuveen International Eq Idx R6 | - | 14.77 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 8.39 | - | - | |
DFA Real Estate Securities I | - | 6.03 | - | - | |
Vanguard High-Yield Corporate Inv | - | 4.12 | - | - | |
Vanguard EM Stock Index Fd | - | 3.72 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Pue | 2.68B | -4.74 | 8.17 | 11.75 | ||
MI Education Savings Program US Equ | 817.11M | -4.73 | 8.14 | 11.70 | ||
WI Edvest 529 Plan Large Cap Stock | 793.67M | -4.27 | 8.94 | 12.37 | ||
WI Edvest 529 Plan Based Aggressive | 635.27M | -0.07 | 5.78 | 8.04 | ||
OR Oregon College Savings Plan US E | 468.41M | -4.86 | 7.90 | - |
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