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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.100 | 0.750 | 0.650 |
Stocks | 86.940 | 86.940 | 0.000 |
Bonds | 12.910 | 12.910 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.575 | 17.067 |
Price to Book | 2.663 | 2.334 |
Price to Sales | 2.043 | 1.709 |
Price to Cash Flow | 11.818 | 9.516 |
Dividend Yield | 2.118 | 2.393 |
5 Years Earnings Growth | 10.509 | 10.294 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.840 | 19.701 |
Financial Services | 16.260 | 15.965 |
Consumer Cyclical | 10.310 | 10.776 |
Industrials | 10.060 | 10.704 |
Healthcare | 9.730 | 11.466 |
Communication Services | 7.650 | 7.329 |
Real Estate | 7.020 | 7.018 |
Consumer Defensive | 5.570 | 6.568 |
Energy | 3.660 | 4.066 |
Basic Materials | 3.450 | 3.544 |
Utilities | 2.450 | 2.865 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core S&P Total U.S. Stock Market | US4642871507 | 55.34 | 123.34 | +0.74% | |
iShares Core MSCI Total Intl Stk ETF | - | 27.84 | - | - | |
iShares Core US Aggregate Bond | US4642872265 | 9.60 | 98.89 | -0.08% | |
iShares Core U.S. REIT | US4642885218 | 3.83 | 57.86 | +0.45% | |
iShares 20+ Year Treasury Bond ETF | - | 1.96 | - | - | |
iShares TIPS Bond | US4642871762 | 1.43 | 110.28 | -0.15% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ME NextGen College Investing Plan a | 175.9M | -1.21 | 13.40 | 14.45 | ||
ME NextGen iShares Ages 8 10 A | 150.92M | 2.83 | 4.51 | 5.98 | ||
ME NextGen College Investing Plan d | 125.03M | 1.41 | 12.30 | 12.77 | ||
ME NextGen College Investing Plan 8 | 125.03M | 2.88 | 4.84 | 6.38 | ||
ME NextGen College Based 11 13 Y D | 125.03M | 3.06 | 3.58 | 5.38 |
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