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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 1.530 | 1.540 | 0.010 |
| Shares | 81.120 | 81.120 | 0.000 |
| Bonds | 17.300 | 17.320 | 0.020 |
| Other | 0.040 | 0.040 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 19.953 | 17.868 |
| Price to Book | 2.855 | 2.524 |
| Price to Sales | 2.131 | 1.867 |
| Price to Cash Flow | 12.126 | 10.775 |
| Dividend Yield | 1.924 | 2.191 |
| 5 Years Earnings Growth | 9.748 | 10.727 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 26.530 | 20.659 |
| Financial Services | 16.760 | 15.640 |
| Industrials | 11.170 | 10.930 |
| Consumer Cyclical | 10.580 | 10.770 |
| Healthcare | 9.040 | 11.269 |
| Communication Services | 8.390 | 8.524 |
| Consumer Defensive | 5.270 | 6.214 |
| Energy | 3.580 | 3.547 |
| Basic Materials | 3.490 | 3.607 |
| Real Estate | 2.660 | 6.127 |
| Utilities | 2.530 | 2.722 |
Number of long holdings: 4
Number of short holdings: 0
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Instl Pls | - | 55.84 | - | - | |
| Vanguard Total Intl Stock Index I | - | 26.08 | - | - | |
| Vanguard Total Bond Market II Idx I | - | 12.57 | - | - | |
| Vanguard Inflation-Protected Secs I | - | 5.51 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| WV SMART529 Direct Age Based 18+ | 74.13M | 4.87 | 5.36 | 3.44 | ||
| WV SMART529 Direct Age Based 9 13 | 37.08M | 13.59 | 15.91 | 8.87 | ||
| WV The Hartford SMART529 Balanced C | 1.82M | 8.00 | 13.08 | 7.99 |
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