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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.480 | 3.820 | 1.340 |
Stocks | 19.880 | 19.880 | 0.000 |
Bonds | 77.580 | 77.620 | 0.040 |
Convertible | 0.040 | 0.040 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.564 | 17.210 |
Price to Book | 2.467 | 2.421 |
Price to Sales | 1.756 | 1.713 |
Price to Cash Flow | 11.139 | 10.892 |
Dividend Yield | 2.145 | 2.233 |
5 Years Earnings Growth | 11.096 | 11.002 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.090 | 22.754 |
Financial Services | 15.700 | 15.765 |
Industrials | 11.760 | 11.774 |
Healthcare | 11.060 | 10.983 |
Consumer Cyclical | 10.880 | 10.825 |
Communication Services | 7.000 | 6.997 |
Consumer Defensive | 6.080 | 6.155 |
Energy | 4.600 | 4.738 |
Basic Materials | 4.440 | 4.488 |
Real Estate | 2.920 | 2.903 |
Utilities | 2.460 | 2.618 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 55.93 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 24.01 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 12.12 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 8.03 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Retirement Savings Tr | 22.54B | 0.80 | 1.82 | 1.92 | ||
The Vanguard Retirement Savings Tr4 | 22.54B | 0.83 | 1.92 | 2.02 | ||
IA College Savings Iowa 529 Moderap | 675.01M | 1.26 | 1.06 | 5.96 | ||
IA College Savings Iowa 529 Conserv | 512.94M | -0.03 | -0.37 | 4.41 | ||
IA College Savings Iowa 529 Growthg | 488.82M | 2.55 | 2.42 | 7.38 |
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