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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.660 | 6.110 | 0.450 |
Stocks | 49.840 | 49.840 | 0.000 |
Bonds | 37.280 | 37.300 | 0.020 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 7.210 | 7.280 | 0.070 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.142 | 18.142 |
Price to Book | 2.585 | 2.585 |
Price to Sales | 1.956 | 1.956 |
Price to Cash Flow | 11.602 | 11.602 |
Dividend Yield | 2.342 | 2.342 |
5 Years Earnings Growth | 10.740 | 10.740 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.900 | 21.900 |
Financial Services | 14.590 | 14.590 |
Healthcare | 11.070 | 11.070 |
Consumer Cyclical | 10.190 | 10.190 |
Industrials | 10.140 | 10.140 |
Real Estate | 7.470 | 7.470 |
Communication Services | 7.190 | 7.190 |
Consumer Defensive | 6.570 | 6.570 |
Basic Materials | 4.240 | 4.240 |
Energy | 4.100 | 4.100 |
Utilities | 2.530 | 2.530 |
Number of long holdings: 10
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab S&P 500 Index Inv | - | 28.08 | - | - | |
Vanguard Total Bond Market II Idx I | - | 23.78 | - | - | |
iShares MSCI EAFE Intl Idx K | - | 14.08 | - | - | |
VANGUARD EXT MKT INDEX - INST (856) | - | 7.18 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 6.02 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 5.61 | - | - | |
Vanguard Emerging Mkts Stock Idx Instl | - | 5.49 | - | - | |
Vanguard Stable Value | - | 4.23 | - | - | |
Vanguard High-Yield Corporate Adm | - | 2.92 | - | - | |
Vanguard Real Estate Index Institutional | - | 2.62 | - | - |
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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