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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 3.290 | 15.870 | 12.580 |
| Shares | 40.070 | 40.070 | 0.000 |
| Bonds | 56.600 | 56.670 | 0.070 |
| Convertible | 0.010 | 0.010 | 0.000 |
| Other | 0.030 | 0.030 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 19.238 | 18.476 |
| Price to Book | 2.660 | 2.642 |
| Price to Sales | 2.012 | 1.992 |
| Price to Cash Flow | 11.649 | 11.293 |
| Dividend Yield | 2.072 | 2.132 |
| 5 Years Earnings Growth | 9.630 | 10.029 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 24.960 | 21.872 |
| Financial Services | 17.590 | 16.567 |
| Industrials | 11.730 | 11.243 |
| Consumer Cyclical | 10.520 | 9.848 |
| Healthcare | 8.910 | 10.547 |
| Communication Services | 8.100 | 7.610 |
| Consumer Defensive | 5.350 | 5.882 |
| Basic Materials | 3.880 | 3.606 |
| Energy | 3.690 | 4.197 |
| Real Estate | 2.690 | 5.450 |
| Utilities | 2.590 | 3.186 |
Number of long holdings: 4
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market II Idx I | - | 41.83 | - | - | |
| Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 24.27 | - | - | |
| Vanguard Total Intl Bd Idx Institutional | - | 17.72 | - | - | |
| Vanguard Total Intl Stock Idx InstlPls | - | 16.18 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| NY New Yorks 529 Program Direct Gro | 6.23B | 17.28 | 31.55 | 17.87 | ||
| NV Vanguard 529 College Savings Plp | 6.04B | 14.72 | 24.77 | 15.13 | ||
| NV Vanguard 529 College Savings Psm | 3.69B | 14.25 | 23.97 | 14.54 | ||
| NY New Yorks 529 Program Direct Val | 2.41B | 11.90 | 17.52 | 12.00 | ||
| NV Vanguard 529 College Savings Pgi | 2.27B | 17.24 | 31.51 | 17.80 |
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