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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.120 | 2.060 | 0.940 |
Stocks | 66.290 | 66.290 | 0.000 |
Bonds | 32.560 | 32.560 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.685 | 16.650 |
Price to Book | 2.466 | 2.231 |
Price to Sales | 1.831 | 1.587 |
Price to Cash Flow | 11.205 | 9.220 |
Dividend Yield | 2.276 | 2.515 |
5 Years Earnings Growth | 11.048 | 10.154 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.580 | 19.757 |
Financial Services | 14.780 | 14.915 |
Industrials | 10.860 | 11.112 |
Healthcare | 10.700 | 11.463 |
Consumer Cyclical | 10.330 | 10.592 |
Communication Services | 7.080 | 6.900 |
Real Estate | 6.610 | 7.677 |
Consumer Defensive | 5.960 | 6.549 |
Energy | 4.520 | 4.519 |
Basic Materials | 4.140 | 3.746 |
Utilities | 2.440 | 2.768 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core S&P Total U.S. Stock Market | US4642871507 | 41.64 | 115.63 | +0.78% | |
iShares Core US Aggregate Bond | US4642872265 | 24.77 | 96.52 | +0.32% | |
iShares Core MSCI Total Intl Stk ETF | - | 22.29 | - | - | |
iShares 20+ Year Treasury Bond ETF | - | 4.95 | - | - | |
iShares TIPS Bond | US4642871762 | 3.72 | 106.70 | +0.40% | |
iShares Core U.S. REIT | US4642885218 | 2.64 | 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 College Based 11 13 Y D | 100.58M | -0.05 | -0.31 | 4.92 | ||
ME NextGen College Based 14 16 Y D | 86M | -0.96 | -0.39 | 3.98 |
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