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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.560 | 0.570 | 0.010 |
Shares | 23.960 | 23.960 | 0.000 |
Other | 75.470 | 75.470 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.412 | 17.544 |
Price to Book | 1.586 | 2.842 |
Price to Sales | 1.295 | 2.078 |
Price to Cash Flow | 7.853 | 11.228 |
Dividend Yield | 3.234 | 2.204 |
5 Years Earnings Growth | 9.776 | 10.019 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.300 | 16.989 |
Industrials | 15.060 | 10.974 |
Technology | 13.470 | 21.465 |
Consumer Cyclical | 11.140 | 9.604 |
Healthcare | 8.740 | 12.842 |
Basic Materials | 6.770 | 3.258 |
Consumer Defensive | 6.160 | 6.612 |
Communication Services | 5.840 | 7.034 |
Energy | 4.680 | 4.877 |
Real Estate | 2.970 | 3.351 |
Utilities | 2.850 | 2.994 |
Number of long holdings: 3
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Total Bond Market Index Fund | - | 41.21 | - | - | |
Total Stock Market Index Fund | - | 34.22 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 24.57 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 0.00 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 0.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Pue | 2.83B | 0.60 | 13.71 | 12.15 | ||
MI Education Savings Program US Equ | 862.8M | 0.60 | 13.67 | 12.11 | ||
WI Edvest 529 Plan Large Cap Stock | 830.84M | 1.05 | 14.29 | 12.73 | ||
WI Edvest 529 Plan Based Aggressive | 666.13M | 4.65 | 10.00 | 8.36 | ||
OR Oregon College Savings Plan US E | 543.43M | 0.47 | 13.52 | - |
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