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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.42 | 3.50 | 0.08 |
Shares | 71.08 | 71.08 | 0.00 |
Bonds | 23.38 | 23.38 | 0.00 |
Convertible | 0.10 | 0.10 | 0.00 |
Preferred | 0.81 | 0.81 | 0.00 |
Other | 1.22 | 1.22 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.84 | 18.21 |
Price to Book | 1.96 | 2.89 |
Price to Sales | 1.43 | 2.02 |
Price to Cash Flow | 7.06 | 11.32 |
Dividend Yield | 2.44 | 1.97 |
5 Years Earnings Growth | 13.86 | 10.77 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.26 | 15.44 |
Technology | 16.88 | 21.92 |
Consumer Cyclical | 12.54 | 10.24 |
Industrials | 11.20 | 11.41 |
Healthcare | 10.18 | 11.83 |
Energy | 7.57 | 5.30 |
Consumer Defensive | 6.93 | 6.76 |
Basic Materials | 6.04 | 3.56 |
Utilities | 3.33 | 3.15 |
Real Estate | 3.15 | 4.11 |
Communication Services | 2.91 | 7.75 |
Number of long holdings: 192
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard FTSE Developed Markets ETF | - | 8.46 | - | - | |
iShares Core MSCI Emerging Markets ETF | - | 5.38 | - | - | |
iShares Core MSCI EAFE ETF | - | 5.36 | - | - | |
iShares MSCI EAFE ETF | - | 3.93 | - | - | |
Schwab Fundamental Intl Lg Co ETF | - | 2.50 | - | - | |
United States Treasury Bonds 3.12% | - | 2.16 | - | - | |
United States Treasury Notes 1.62% | - | 2.14 | - | - | |
Vanguard Total Bond Market ETF | - | 2.06 | - | - | |
iShares Currency Hedged MSCI EAFE ETF | - | 2.03 | - | - | |
Vanguard Short-Term Corporate Bond ETF | - | 1.77 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
USAA S&P 500 Index Reward | 9.11B | 8.78 | 17.26 | 13.71 | ||
USAA NASDAQ-100 Index | 6.14B | 10.72 | 21.99 | 18.20 | ||
USAA S&P 500 Index Member | 4.63B | 8.74 | 17.16 | 13.60 | ||
USAA Cornerstone Moderately Agrsv | 2.8B | 7.80 | 8.07 | 5.30 | ||
USAA Aggressive Growth | 2.61B | 12.03 | 24.41 | 14.14 |
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