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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.750 | 6.420 | 3.670 |
Stocks | 60.280 | 60.280 | 0.000 |
Bonds | 28.460 | 28.480 | 0.020 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 8.490 | 8.590 | 0.100 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.767 | 18.767 |
Price to Book | 2.551 | 2.551 |
Price to Sales | 1.982 | 1.982 |
Price to Cash Flow | 11.708 | 11.708 |
Dividend Yield | 2.354 | 2.354 |
5 Years Earnings Growth | 11.452 | 11.452 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.990 | 22.990 |
Financial Services | 14.610 | 14.610 |
Healthcare | 10.630 | 10.630 |
Consumer Cyclical | 10.180 | 10.180 |
Industrials | 9.850 | 9.850 |
Real Estate | 8.020 | 8.020 |
Communication Services | 7.080 | 7.080 |
Consumer Defensive | 6.170 | 6.170 |
Basic Materials | 4.010 | 4.010 |
Energy | 3.830 | 3.830 |
Utilities | 2.620 | 2.620 |
Number of long holdings: 10
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab S&P 500 Index Inv | - | 33.08 | - | - | |
iShares MSCI EAFE Intl Idx K | - | 17.36 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 17.25 | - | - | |
VANGUARD EXT MKT INDEX - INST (856) | - | 8.41 | - | - | |
Vanguard Emerging Mkts Stock Idx Instl | - | 6.75 | - | - | |
Vanguard High-Yield Corporate Adm | - | 5.67 | - | - | |
Vanguard Total Intl Bd Idx Investor | - | 4.21 | - | - | |
Vanguard Real Estate Index Institutional | - | 3.56 | - | - | |
Vanguard Stable Value | - | 2.32 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 1.40 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 14.28 | 5.53 | 8.38 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 21.96 | 11.76 | 13.20 | ||
NY New Yorks 529 Program Direct Mog | 2.21B | 10.96 | 3.43 | 6.29 | ||
NY New Yorks 529 Program Direct Cog | 2.08B | 7.62 | 1.08 | 4.05 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 20.52 | 10.02 | 12.65 |
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