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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.550 | 8.130 | 5.580 |
Shares | 48.900 | 48.900 | 0.000 |
Bonds | 48.360 | 48.510 | 0.150 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 0.150 | 0.150 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.585 | 17.235 |
Price to Book | 2.153 | 2.793 |
Price to Sales | 1.403 | 1.955 |
Price to Cash Flow | 7.799 | 11.378 |
Dividend Yield | 2.617 | 2.205 |
5 Years Earnings Growth | 11.552 | 11.148 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.230 | 21.589 |
Financial Services | 14.490 | 15.328 |
Healthcare | 14.170 | 13.676 |
Industrials | 10.040 | 10.987 |
Consumer Cyclical | 9.840 | 9.541 |
Real Estate | 8.280 | 3.333 |
Consumer Defensive | 6.930 | 6.918 |
Communication Services | 5.660 | 6.858 |
Energy | 5.120 | 5.484 |
Basic Materials | 4.180 | 3.521 |
Utilities | 3.070 | 2.763 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market Idx InstlPls | - | 15.04 | - | - | |
Metropolitan West Total Return Bd Plan | - | 14.03 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 13.92 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 13.14 | - | - | |
Vanguard Short-Term Bond Idx InstlPls | - | 11.06 | - | - | |
Vanguard Equity-Income Adm | - | 8.13 | - | - | |
T. Rowe Price Lrg Cp Gr I | - | 7.68 | - | - | |
DFA World ex US Government Fxd Inc I | - | 5.92 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 4.03 | - | - | |
Vanguard Real Estate Index Institutional | - | 2.94 | - | - |
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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