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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.500 | 2.730 | 0.230 |
Shares | 97.380 | 97.390 | 0.010 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.110 | 0.110 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.371 | 17.971 |
Price to Book | 1.708 | 2.244 |
Price to Sales | 1.343 | 2.362 |
Price to Cash Flow | 9.134 | 9.910 |
Dividend Yield | 2.940 | 2.671 |
5 Years Earnings Growth | 9.372 | 9.675 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.810 | 15.552 |
Consumer Cyclical | 14.370 | 9.853 |
Technology | 13.790 | 18.302 |
Industrials | 12.990 | 13.439 |
Healthcare | 11.790 | 11.135 |
Basic Materials | 6.950 | 6.486 |
Communication Services | 6.560 | 6.622 |
Consumer Defensive | 6.420 | 6.303 |
Energy | 4.400 | 3.993 |
Real Estate | 1.650 | 18.391 |
Utilities | 1.270 | 2.661 |
Number of long holdings: 5
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dodge & Cox International Stock I | - | 39.92 | - | - | |
Vanguard International Growth Adm | - | 25.07 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 22.43 | - | - | |
DFA International Small Company I | - | 7.58 | - | - | |
Vanguard Emerging Mkts Stock Idx Adm | - | 5.01 | - | - | |
Emerging Markets Index | - | 0.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Pue | 3.03B | 8.04 | 16.35 | 12.96 | ||
MI Education Savings Program US Equ | 923.82M | 8.02 | 16.31 | 12.91 | ||
WI Edvest 529 Plan Large Cap Stock | 888.55M | 8.55 | 16.97 | 13.52 | ||
WI Edvest 529 Plan Based Aggressive | 695.91M | 9.23 | 11.89 | 8.89 | ||
OR Oregon College Savings Plan US E | 559.86M | 7.95 | 16.19 | - |
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