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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 39.590 | 39.590 | 0.000 |
Bonds | 60.390 | 60.450 | 0.060 |
Convertible | 0.040 | 0.040 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.857 | 17.757 |
Price to Book | 2.485 | 2.507 |
Price to Sales | 1.819 | 1.855 |
Price to Cash Flow | 11.304 | 11.035 |
Dividend Yield | 2.191 | 2.248 |
5 Years Earnings Growth | 11.604 | 11.252 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.960 | 21.202 |
Financial Services | 16.000 | 15.462 |
Industrials | 11.370 | 10.912 |
Healthcare | 10.980 | 12.062 |
Consumer Cyclical | 10.400 | 9.657 |
Communication Services | 7.030 | 7.035 |
Consumer Defensive | 5.930 | 6.284 |
Energy | 4.430 | 4.755 |
Basic Materials | 4.320 | 4.041 |
Real Estate | 2.910 | 5.509 |
Utilities | 2.690 | 3.085 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 42.02 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 23.98 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 18.03 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 15.98 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 11.99 | 3.66 | 7.97 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 19.43 | 9.23 | 12.81 | ||
NY New Yorks 529 Program Direct Mog | 2.21B | 8.98 | 1.93 | 5.95 | ||
NY New Yorks 529 Program Direct Cog | 2.08B | 5.91 | -0.04 | 3.77 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 18.10 | 7.61 | 12.19 |
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