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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.300 | 1.300 | 0.000 |
Shares | 59.000 | 59.000 | 0.000 |
Bonds | 39.440 | 39.530 | 0.090 |
Convertible | 0.070 | 0.070 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.190 | 0.190 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.889 | 15.204 |
Price to Book | 2.075 | 2.182 |
Price to Sales | 1.535 | 1.610 |
Price to Cash Flow | 7.661 | 8.200 |
Dividend Yield | 2.425 | 2.350 |
5 Years Earnings Growth | 10.887 | 11.697 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.060 | 17.376 |
Technology | 17.360 | 17.915 |
Healthcare | 12.290 | 12.393 |
Consumer Cyclical | 11.800 | 11.847 |
Industrials | 11.280 | 11.295 |
Consumer Defensive | 8.090 | 7.808 |
Energy | 5.830 | 5.827 |
Basic Materials | 4.830 | 4.670 |
Real Estate | 3.850 | 4.448 |
Communication Services | 3.480 | 3.365 |
Utilities | 3.130 | 3.058 |
Number of long holdings: 4
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 36.24 | - | - | |
Vanguard Total Bond Market II Idx I | - | 27.91 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 23.86 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 11.98 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NV Vanguard 529 College Savings Plp | 5.3B | 1.01 | 14.26 | 12.69 | ||
NY New Yorks 529 Program Direct Gro | 5.39B | 0.84 | 19.88 | 15.20 | ||
NV Vanguard 529 College Savings Psm | 3.28B | 0.48 | 13.62 | 12.03 | ||
NY New Yorks 529 Program Direct Val | 2.28B | 1.86 | 8.61 | 9.87 | ||
NV Vanguard 529 College Savings Pgi | 1.95B | 0.82 | 19.84 | 15.12 |
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