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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.250 | 9.410 | 9.160 |
Stocks | 59.500 | 59.500 | 0.000 |
Bonds | 40.200 | 40.240 | 0.040 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.852 | 18.267 |
Price to Book | 2.484 | 2.917 |
Price to Sales | 1.818 | 2.060 |
Price to Cash Flow | 11.300 | 11.892 |
Dividend Yield | 2.192 | 2.139 |
5 Years Earnings Growth | 11.604 | 11.164 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.950 | 23.067 |
Financial Services | 16.000 | 15.434 |
Industrials | 11.370 | 10.669 |
Healthcare | 10.980 | 13.262 |
Consumer Cyclical | 10.400 | 9.271 |
Communication Services | 7.030 | 7.011 |
Consumer Defensive | 5.930 | 6.521 |
Energy | 4.430 | 5.234 |
Basic Materials | 4.320 | 3.406 |
Real Estate | 2.910 | 3.275 |
Utilities | 2.690 | 2.850 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 36.00 | - | - | |
Vanguard Total Bond Market II Idx I | - | 27.99 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 24.05 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 11.98 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Retirement Savings Tr | 21.57B | 1.80 | 1.98 | 1.95 | ||
The Vanguard Retirement Savings Tr4 | 21.57B | 1.87 | 2.08 | 2.05 | ||
IA College Savings Iowa 529 Conserv | 512.94M | 9.47 | 2.28 | 5.14 | ||
IA College Savings Iowa 529 Growthg | 488.82M | 14.93 | 5.87 | 8.35 | ||
IA College Savings Iowa 529 Income | 473M | 6.83 | 0.57 | 3.48 |
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