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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.770 | 4.190 | 0.420 |
Stocks | 59.740 | 59.740 | 0.000 |
Bonds | 28.310 | 28.320 | 0.010 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 8.170 | 8.260 | 0.090 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.545 | 17.545 |
Price to Book | 2.493 | 2.493 |
Price to Sales | 1.901 | 1.901 |
Price to Cash Flow | 11.310 | 11.310 |
Dividend Yield | 2.495 | 2.495 |
5 Years Earnings Growth | 10.957 | 10.957 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.690 | 21.690 |
Financial Services | 14.680 | 14.680 |
Healthcare | 11.010 | 11.010 |
Industrials | 10.190 | 10.190 |
Consumer Cyclical | 10.180 | 10.180 |
Real Estate | 7.530 | 7.530 |
Communication Services | 7.150 | 7.150 |
Consumer Defensive | 6.590 | 6.590 |
Basic Materials | 4.320 | 4.320 |
Energy | 4.110 | 4.110 |
Utilities | 2.540 | 2.540 |
Number of long holdings: 10
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab S&P 500 Index Inv | - | 32.87 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 17.71 | - | - | |
iShares MSCI EAFE Intl Idx K | - | 17.19 | - | - | |
VANGUARD EXT MKT INDEX - INST (856) | - | 8.13 | - | - | |
Vanguard Emerging Mkts Stock Idx Instl | - | 7.04 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 4.67 | - | - | |
Vanguard Total Intl Bd Idx Investor | - | 4.37 | - | - | |
Vanguard Real Estate Index Institutional | - | 3.18 | - | - | |
Vanguard Stable Value | - | 2.49 | - | - | |
Vanguard High-Yield Corporate Adm | - | 2.34 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 2.26 | 2.18 | 7.59 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 6.00 | 7.92 | 12.23 | ||
NY New Yorks 529 Program Direct Mog | 2.21B | 0.63 | 0.53 | 5.57 | ||
NY New Yorks 529 Program Direct Cog | 2.08B | -0.96 | -1.31 | 3.41 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 5.12 | 6.12 | 11.63 |
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