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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.970 | 5.700 | 3.730 |
Stocks | 79.110 | 79.110 | 0.000 |
Bonds | 18.590 | 18.650 | 0.060 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.070 | 0.070 | 0.000 |
Other | 0.260 | 0.260 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.464 | 16.835 |
Price to Book | 2.097 | 2.421 |
Price to Sales | 1.428 | 1.745 |
Price to Cash Flow | 7.888 | 10.406 |
Dividend Yield | 2.496 | 2.343 |
5 Years Earnings Growth | 11.048 | 10.950 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.450 | 20.137 |
Healthcare | 15.270 | 12.379 |
Financial Services | 14.980 | 15.404 |
Industrials | 9.870 | 11.016 |
Consumer Cyclical | 9.280 | 9.927 |
Real Estate | 8.270 | 5.530 |
Communication Services | 7.210 | 6.846 |
Consumer Defensive | 5.300 | 6.585 |
Energy | 4.690 | 4.900 |
Basic Materials | 3.790 | 4.154 |
Utilities | 1.900 | 3.124 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity® Total International Index | - | 22.62 | - | - | |
Vanguard Total Stock Market | US9229087690 | 20.82 | 258.71 | -0.66% | |
Dodge & Cox Stock I | - | 13.41 | - | - | |
T. Rowe Price Lrg Cp Gr I | - | 12.32 | - | - | |
Fidelity® US Bond Index | - | 4.95 | - | - | |
Vanguard REIT | US9229085538 | 4.74 | 82.92 | -0.39% | |
PGIM Total Return Bond R6 | - | 4.01 | - | - | |
Metropolitan West Total Return Bd Plan | - | 4.00 | - | - | |
Vanguard Short-Term Bond | US9219378273 | 3.96 | 76.31 | +0.15% | |
Northern Small Cap Index | - | 3.15 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NE TD Ameritrade 529 State Street S | 221.08M | 5.99 | 9.73 | 11.99 | ||
NE NEST Direct 529 Growth Static In | 186.23M | 2.07 | 3.66 | 7.97 | ||
NE TD Ameritrade 529 T Rowe Price L | 147.81M | 8.18 | 6.68 | 14.85 | ||
NE NEST Direct 529 Age Based Aggr19 | 145.46M | -0.56 | 0.15 | 3.08 | ||
NE NEST Direct 529 T Rowe Price Lar | 145.03M | 8.18 | 6.69 | 14.99 |
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