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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.970 | 11.030 | 2.060 |
Shares | 20.750 | 20.750 | 0.000 |
Bonds | 69.290 | 69.330 | 0.040 |
Convertible | 0.060 | 0.060 | 0.000 |
Other | 0.930 | 0.930 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.077 | 17.380 |
Price to Book | 2.620 | 2.974 |
Price to Sales | 2.071 | 1.880 |
Price to Cash Flow | 11.415 | 9.828 |
Dividend Yield | 2.315 | 2.601 |
5 Years Earnings Growth | 9.387 | 8.869 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.070 | 20.173 |
Financial Services | 14.920 | 15.466 |
Real Estate | 11.940 | 8.296 |
Healthcare | 10.950 | 11.649 |
Industrials | 9.120 | 9.810 |
Consumer Cyclical | 9.090 | 9.830 |
Communication Services | 6.980 | 7.506 |
Consumer Defensive | 5.330 | 6.669 |
Energy | 4.020 | 4.112 |
Basic Materials | 3.070 | 3.206 |
Utilities | 2.500 | 3.281 |
Number of long holdings: 15
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Short-Term Bond Idx InstlPls | - | 24.83 | - | - | |
TCW MetWest Total Return Bd Plan | - | 14.84 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 14.84 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 10.83 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 8.36 | - | - | |
Vanguard Global Credit Bond Admiral | - | 4.89 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 3.16 | - | - | |
T. Rowe Price Lrg Cp Gr I | - | 2.70 | - | - | |
Vanguard Equity-Income Adm | - | 2.60 | - | - | |
Vanguard Real Estate Index Institutional | - | 2.12 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NE TD Ameritrade 529 State Street S | 260.77M | 1.07 | 14.24 | 12.50 | ||
NE NEST Direct 529 Growth Static In | 194.61M | 4.82 | 9.53 | 8.56 | ||
NE TD Ameritrade 529 T Rowe Price L | 170.16M | 1.07 | 19.95 | 15.05 | ||
NE NEST Direct 529 T Rowe Price Lar | 169.25M | 1.10 | 19.98 | 15.17 | ||
NE NEST Direct 529 Vanguard Equity | 70.21M | 3.12 | 8.11 | 9.90 |
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