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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.160 | 4.770 | 2.610 |
Stocks | 78.140 | 78.140 | 0.000 |
Bonds | 19.430 | 19.500 | 0.070 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.240 | 0.240 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.453 | 16.835 |
Price to Book | 2.117 | 2.421 |
Price to Sales | 1.386 | 1.745 |
Price to Cash Flow | 7.709 | 10.406 |
Dividend Yield | 2.671 | 2.343 |
5 Years Earnings Growth | 11.503 | 10.950 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.850 | 20.137 |
Financial Services | 14.660 | 15.404 |
Healthcare | 14.020 | 12.379 |
Industrials | 10.120 | 11.016 |
Consumer Cyclical | 9.800 | 9.927 |
Real Estate | 8.360 | 5.530 |
Consumer Defensive | 7.000 | 6.585 |
Communication Services | 5.600 | 6.846 |
Energy | 5.170 | 4.900 |
Basic Materials | 4.300 | 4.154 |
Utilities | 3.110 | 3.124 |
Number of long holdings: 11
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Intl Stock Idx InstlPls | - | 22.45 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 20.81 | - | - | |
Vanguard Equity-Income Adm | - | 13.42 | - | - | |
T. Rowe Price Lrg Cp Gr I | - | 11.95 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 7.05 | - | - | |
Metropolitan West Total Return Bd Plan | - | 6.09 | - | - | |
Vanguard Real Estate Index Institutional | - | 4.76 | - | - | |
Vanguard Short-Term Bond Idx InstlPls | - | 4.15 | - | - | |
DFA US Small Cap Value I | - | 3.32 | - | - | |
Vanguard Explorer Adm | - | 3.07 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NE TD Ameritrade 529 State Street S | 221.08M | 5.99 | 7.86 | 11.99 | ||
NE TD Ameritrade 529 T Rowe Price L | 147.81M | 8.18 | 4.24 | 14.85 | ||
NE NEST Direct 529 Age Based Aggr19 | 145.46M | -0.56 | -0.31 | 3.08 | ||
NE NEST Direct 529 T Rowe Price Lar | 145.03M | 8.18 | 4.26 | 14.99 | ||
NE NEST Advisor 529 State Street SP | 133.76M | 5.74 | 6.91 | 10.77 |
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