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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.200 | 18.500 | 15.300 |
Stocks | 25.510 | 25.510 | 0.000 |
Bonds | 71.220 | 71.300 | 0.080 |
Convertible | 0.040 | 0.040 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.957 | 16.660 |
Price to Book | 2.491 | 2.451 |
Price to Sales | 1.812 | 1.770 |
Price to Cash Flow | 11.216 | 11.028 |
Dividend Yield | 2.153 | 2.222 |
5 Years Earnings Growth | 11.599 | 11.500 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.780 | 23.423 |
Financial Services | 16.110 | 16.093 |
Healthcare | 11.320 | 11.243 |
Industrials | 11.310 | 11.293 |
Consumer Cyclical | 10.220 | 10.233 |
Communication Services | 7.020 | 7.011 |
Consumer Defensive | 6.060 | 6.160 |
Energy | 4.280 | 4.432 |
Basic Materials | 4.200 | 4.279 |
Real Estate | 2.980 | 2.958 |
Utilities | 2.720 | 2.873 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 51.84 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 22.35 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 15.43 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 10.33 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 14.28 | 5.53 | 8.38 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 21.96 | 11.76 | 13.20 | ||
NY New Yorks 529 Program Direct Mog | 2.21B | 10.96 | 3.43 | 6.29 | ||
NY New Yorks 529 Program Direct Cog | 2.08B | 7.62 | 1.08 | 4.05 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 20.52 | 10.02 | 12.65 |
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