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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.550 | 8.020 | 0.470 |
Stocks | 46.330 | 46.330 | 0.000 |
Bonds | 39.790 | 39.810 | 0.020 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 6.310 | 6.380 | 0.070 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.542 | 17.542 |
Price to Book | 2.492 | 2.492 |
Price to Sales | 1.901 | 1.901 |
Price to Cash Flow | 11.309 | 11.309 |
Dividend Yield | 2.496 | 2.496 |
5 Years Earnings Growth | 10.958 | 10.958 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.680 | 21.680 |
Financial Services | 14.680 | 14.680 |
Healthcare | 11.010 | 11.010 |
Consumer Cyclical | 10.190 | 10.190 |
Industrials | 10.190 | 10.190 |
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 | - | 25.48 | - | - | |
Vanguard Total Bond Market II Idx I | - | 24.91 | - | - | |
iShares MSCI EAFE Intl Idx K | - | 13.34 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 6.56 | - | - | |
VANGUARD EXT MKT INDEX - INST (856) | - | 6.29 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 6.14 | - | - | |
Vanguard Stable Value | - | 6.06 | - | - | |
Vanguard Emerging Mkts Stock Idx Instl | - | 5.47 | - | - | |
Vanguard High-Yield Corporate Adm | - | 3.29 | - | - | |
Vanguard Real Estate Index Institutional | - | 2.46 | - | - |
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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