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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.410 | 2.680 | 1.270 |
Stocks | 53.610 | 53.610 | 0.000 |
Bonds | 44.960 | 44.960 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.415 | 17.932 |
Price to Book | 2.392 | 2.552 |
Price to Sales | 1.790 | 1.856 |
Price to Cash Flow | 10.998 | 10.865 |
Dividend Yield | 2.345 | 2.164 |
5 Years Earnings Growth | 11.003 | 11.183 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.980 | 20.189 |
Financial Services | 15.020 | 14.936 |
Industrials | 11.060 | 10.940 |
Healthcare | 10.580 | 11.800 |
Consumer Cyclical | 10.350 | 10.883 |
Communication Services | 6.960 | 7.971 |
Real Estate | 6.680 | 6.611 |
Consumer Defensive | 6.010 | 6.399 |
Energy | 4.570 | 3.906 |
Basic Materials | 4.340 | 3.710 |
Utilities | 2.460 | 2.660 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core US Aggregate Bond | US4642872265 | 34.21 | 96.52 | +0.32% | |
iShares Core S&P Total U.S. Stock Market | US4642871507 | 31.65 | 115.63 | +0.78% | |
iShares Core MSCI Total Intl Stk ETF | - | 20.02 | - | - | |
iShares 20+ Year Treasury Bond ETF | - | 6.81 | - | - | |
iShares TIPS Bond | US4642871762 | 5.15 | 106.70 | +0.40% | |
iShares Core U.S. REIT | US4642885218 | 2.17 | 52.40 | +1.91% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ME NextGen College Investing Plan d | 390.85M | 5.95 | 7.85 | 12.21 | ||
ME NextGen College Investing Plan 8 | 218.15M | 0.99 | 0.58 | 5.88 | ||
ME NextGen College Investing Plan a | 175.9M | 6.22 | 6.43 | 13.84 | ||
ME NextGen iShares Ages 8 10 A | 150.92M | 0.85 | 0.23 | 5.49 | ||
ME NextGen College Based 14 16 Y D | 86M | -0.96 | -0.39 | 3.98 |
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