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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.490 | 1.580 | 0.090 |
Stocks | 56.080 | 56.080 | 0.000 |
Bonds | 38.820 | 38.880 | 0.060 |
Other | 3.610 | 3.610 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.390 | 17.235 |
Price to Book | 2.686 | 2.793 |
Price to Sales | 2.095 | 1.955 |
Price to Cash Flow | 12.250 | 11.378 |
Dividend Yield | 2.326 | 2.205 |
5 Years Earnings Growth | 10.527 | 11.148 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.800 | 21.589 |
Financial Services | 13.160 | 15.328 |
Real Estate | 13.000 | 3.333 |
Healthcare | 11.250 | 13.676 |
Industrials | 10.320 | 10.987 |
Consumer Cyclical | 9.550 | 9.541 |
Communication Services | 6.590 | 6.858 |
Consumer Defensive | 5.870 | 6.918 |
Energy | 3.850 | 5.484 |
Basic Materials | 3.340 | 3.521 |
Utilities | 2.270 | 2.763 |
Number of long holdings: 7
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nuveen Equity Index R6 | - | 36.05 | - | - | |
Vanguard Total Bond Market ETF | - | 27.92 | - | - | |
Nuveen International Eq Idx R6 | - | 14.50 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 7.89 | - | - | |
DFA Real Estate Securities I | - | 6.07 | - | - | |
Vanguard High-Yield Corporate Inv | - | 3.98 | - | - | |
Vanguard EM Stock Index Fd | - | 3.58 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Pue | 2.41B | 10.12 | 7.81 | 12.03 | ||
MI Education Savings Program US Equ | 751.52M | 10.11 | 7.77 | 11.99 | ||
WI Edvest 529 Plan Large Cap Stock | 743.51M | 11.25 | 9.45 | 12.55 | ||
WI Edvest 529 Plan Based Aggressive | 602.54M | 6.35 | 3.83 | 7.96 | ||
OR Oregon College Savings Plan US E | 501.28M | 9.60 | 7.48 | - |
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