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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.130 | 1.970 | 0.840 |
Shares | 78.780 | 78.780 | 0.000 |
Bonds | 19.780 | 19.790 | 0.010 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.280 | 0.280 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.543 | 18.201 |
Price to Book | 2.511 | 2.588 |
Price to Sales | 1.956 | 1.918 |
Price to Cash Flow | 11.549 | 11.024 |
Dividend Yield | 2.231 | 2.201 |
5 Years Earnings Growth | 9.363 | 9.856 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.140 | 21.595 |
Financial Services | 16.370 | 16.638 |
Industrials | 10.730 | 11.429 |
Healthcare | 9.970 | 10.722 |
Consumer Cyclical | 9.290 | 9.748 |
Real Estate | 8.090 | 5.413 |
Communication Services | 7.030 | 7.465 |
Consumer Defensive | 5.350 | 6.106 |
Energy | 3.980 | 4.215 |
Basic Materials | 3.640 | 3.528 |
Utilities | 2.400 | 3.142 |
Number of long holdings: 13
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 27.14 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 16.04 | - | - | |
T. Rowe Price Lrg Cp Gr I | - | 8.68 | - | - | |
Vanguard Equity-Income Adm | - | 8.52 | - | - | |
TCW MetWest Total Return Bd Plan | - | 7.41 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 7.40 | - | - | |
American Funds EUPAC R6 | - | 5.55 | - | - | |
Dodge & Cox International Stock I | - | 5.52 | - | - | |
Vanguard Real Estate Index Institutional | - | 4.90 | - | - | |
Vanguard Short-Term Bond Idx InstlPls | - | 2.92 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NE TD Ameritrade 529 State Street S | 274.03M | 6.19 | 19.53 | 13.28 | ||
NE TD Ameritrade 529 T Rowe Price L | 180.28M | 7.40 | 25.74 | 15.91 | ||
NE NEST Direct 529 T Rowe Price Lar | 179.46M | 7.44 | 25.79 | 16.03 | ||
NE NEST Direct 529 Age Based Aggr19 | 163.79M | 4.89 | 5.99 | 3.97 | ||
NE NEST Direct 529 Vanguard Equity | 72.86M | 7.04 | 12.67 | 10.65 |
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