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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 10.450 | 10.490 | 0.040 |
| Shares | 19.650 | 19.650 | 0.000 |
| Bonds | 67.840 | 67.850 | 0.010 |
| Convertible | 0.020 | 0.020 | 0.000 |
| Other | 2.030 | 2.030 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 20.736 | 17.795 |
| Price to Book | 2.896 | 3.067 |
| Price to Sales | 2.333 | 1.940 |
| Price to Cash Flow | 12.865 | 10.148 |
| Dividend Yield | 2.092 | 2.537 |
| 5 Years Earnings Growth | 9.706 | 8.971 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 24.740 | 20.991 |
| Financial Services | 14.760 | 15.366 |
| Real Estate | 11.840 | 8.198 |
| Industrials | 9.370 | 9.828 |
| Healthcare | 9.220 | 10.981 |
| Consumer Cyclical | 8.840 | 9.957 |
| Communication Services | 7.370 | 7.818 |
| Consumer Defensive | 4.880 | 6.285 |
| Energy | 3.570 | 4.043 |
| Basic Materials | 3.010 | 3.194 |
| Utilities | 2.390 | 3.341 |
Number of long holdings: 15
Number of short holdings: 0
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Vanguard Short-Term Bond Idx InstlPls | - | 25.03 | - | - | |
| TCW MetWest Total Return Bd Plan | - | 15.00 | - | - | |
| Vanguard Total Bond Market Idx InstlPls | - | 15.00 | - | - | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 11.00 | - | - | |
| Vanguard Total Stock Mkt Idx Instl Pls | - | 7.98 | - | - | |
| Vanguard Global Credit Bond Admiral | - | 5.00 | - | - | |
| Vanguard Total Intl Stock Idx InstlPls | - | 2.97 | - | - | |
| Vanguard Equity-Income Adm | - | 2.50 | - | - | |
| T. Rowe Price Lrg Cp Gr I | - | 2.50 | - | - | |
| Vanguard Real Estate Index Institutional | - | 2.01 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| NE TD Ameritrade 529 State Street S | 291.59M | 14.79 | 24.76 | 14.94 | ||
| NE NEST Direct 529 Growth Static In | 210.05M | 15.41 | 18.24 | 10.54 | ||
| NE TD Ameritrade 529 T Rowe Price L | 190.47M | 15.50 | 30.11 | 17.36 | ||
| NE NEST Direct 529 T Rowe Price Lar | 190.22M | 15.54 | 30.14 | 17.47 | ||
| NE NEST Direct 529 Vanguard Equity | 75.17M | 13.11 | 16.86 | 11.90 |
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