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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.970 | 5.700 | 3.730 |
Shares | 79.110 | 79.110 | 0.000 |
Bonds | 18.590 | 18.650 | 0.060 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.070 | 0.070 | 0.000 |
Other | 0.260 | 0.260 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.464 | 16.864 |
Price to Book | 2.097 | 2.428 |
Price to Sales | 1.428 | 1.748 |
Price to Cash Flow | 7.888 | 10.425 |
Dividend Yield | 2.496 | 2.341 |
5 Years Earnings Growth | 11.048 | 10.956 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.450 | 20.136 |
Healthcare | 15.270 | 12.376 |
Financial Services | 14.980 | 15.406 |
Industrials | 9.870 | 11.025 |
Consumer Cyclical | 9.280 | 9.926 |
Real Estate | 8.270 | 5.523 |
Communication Services | 7.210 | 6.844 |
Consumer Defensive | 5.300 | 6.586 |
Energy | 4.690 | 4.902 |
Basic Materials | 3.790 | 4.154 |
Utilities | 1.900 | 3.124 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity® Total International Index | - | 22.62 | - | - | |
Vanguard Total Stock Market | US9229087690 | 20.82 | 268.73 | 0.00% | |
Dodge & Cox Stock I | - | 13.41 | - | - | |
T. Rowe Price Lrg Cp Gr I | - | 12.32 | - | - | |
Fidelity® US Bond Index | - | 4.95 | - | - | |
Vanguard REIT | US9229085538 | 4.74 | 83.32 | -0.31% | |
PGIM Total Return Bond R6 | - | 4.01 | - | - | |
Metropolitan West Total Return Bd Plan | - | 4.00 | - | - | |
Vanguard Short-Term Bond | US9219378273 | 3.96 | 76.66 | -0.13% | |
Northern Small Cap Index | - | 3.15 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NE TD Ameritrade 529 State Street S | 232.98M | 11.20 | 9.34 | 12.27 | ||
NE NEST Direct 529 Growth Static In | 193.06M | 6.05 | 3.30 | 8.16 | ||
NE TD Ameritrade 529 T Rowe Price L | 155.78M | 14.11 | 6.68 | 14.96 | ||
NE NEST Direct 529 T Rowe Price Lar | 153.48M | 14.11 | 6.68 | 15.10 | ||
NE NEST Direct 529 Age Based Aggr19 | 150.83M | 1.31 | 0.16 | 3.16 |
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