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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.180 | 1.190 | 0.010 |
Stocks | 59.410 | 59.410 | 0.000 |
Bonds | 39.370 | 39.420 | 0.050 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.627 | 17.759 |
Price to Book | 2.491 | 2.942 |
Price to Sales | 1.804 | 2.093 |
Price to Cash Flow | 11.298 | 11.905 |
Dividend Yield | 2.192 | 2.116 |
5 Years Earnings Growth | 11.271 | 11.335 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.810 | 23.072 |
Financial Services | 15.390 | 15.468 |
Industrials | 11.240 | 10.637 |
Healthcare | 10.820 | 13.146 |
Consumer Cyclical | 10.440 | 9.377 |
Communication Services | 7.370 | 7.004 |
Consumer Defensive | 5.910 | 6.535 |
Energy | 4.460 | 5.035 |
Basic Materials | 4.230 | 3.419 |
Real Estate | 2.770 | 3.366 |
Utilities | 2.560 | 2.940 |
Number of long holdings: 3
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market Idx InstlPls | - | 39.78 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 36.51 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 23.70 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Pue | 2.67B | 19.66 | 7.60 | 12.38 | ||
MI Education Savings Program US Equ | 815.12M | 19.62 | 7.56 | 12.34 | ||
WI Edvest 529 Plan Large Cap Stock | 798M | 20.85 | 8.97 | 12.86 | ||
WI Edvest 529 Plan Based Aggressive | 631.64M | 12.82 | 4.10 | 8.35 | ||
OR Oregon College Savings Plan US E | 542.41M | 18.98 | 7.25 | - |
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