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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 | 18.135 |
Price to Book | 1.708 | 2.264 |
Price to Sales | 1.343 | 2.376 |
Price to Cash Flow | 9.134 | 9.981 |
Dividend Yield | 2.940 | 2.631 |
5 Years Earnings Growth | 9.372 | 9.744 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.810 | 15.447 |
Consumer Cyclical | 14.370 | 9.876 |
Technology | 13.790 | 18.423 |
Industrials | 12.990 | 13.467 |
Healthcare | 11.790 | 11.164 |
Basic Materials | 6.950 | 6.484 |
Communication Services | 6.560 | 6.653 |
Consumer Defensive | 6.420 | 6.174 |
Energy | 4.400 | 4.034 |
Real Estate | 1.650 | 18.365 |
Utilities | 1.270 | 2.648 |
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 | 3.2B | 14.32 | 24.03 | 14.64 | ||
MI Education Savings Program US Equ | 970.52M | 14.31 | 23.99 | 14.61 | ||
WI Edvest 529 Plan Large Cap Stock | 929.46M | 14.76 | 24.79 | 15.16 | ||
WI Edvest 529 Plan Based Aggressive | 726.75M | 15.15 | 18.87 | 10.43 | ||
OR Oregon College Savings Plan US E | 573.85M | 14.21 | 23.85 | - |
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