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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 12.080 | 12.590 | 0.510 |
Stocks | 32.490 | 32.490 | 0.000 |
Bonds | 51.000 | 51.030 | 0.030 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 4.400 | 4.450 | 0.050 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.538 | 17.193 |
Price to Book | 2.494 | 2.389 |
Price to Sales | 1.900 | 1.744 |
Price to Cash Flow | 11.309 | 10.806 |
Dividend Yield | 2.494 | 2.146 |
5 Years Earnings Growth | 10.959 | 11.806 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.710 | 21.560 |
Financial Services | 14.690 | 14.860 |
Healthcare | 11.020 | 11.550 |
Industrials | 10.200 | 11.050 |
Consumer Cyclical | 10.190 | 10.950 |
Real Estate | 7.450 | 5.205 |
Communication Services | 7.160 | 7.470 |
Consumer Defensive | 6.590 | 6.500 |
Basic Materials | 4.320 | 4.540 |
Energy | 4.120 | 3.665 |
Utilities | 2.550 | 2.655 |
Number of long holdings: 10
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market Index Inv | - | 31.48 | - | - | |
Schwab S&P 500 Index Inv | - | 17.90 | - | - | |
Vanguard Stable Value | - | 11.14 | - | - | |
iShares MSCI EAFE Intl Idx K | - | 9.36 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 8.30 | - | - | |
Vanguard Total International Bond ETF | - | 7.76 | - | - | |
VANGUARD EXT MKT INDEX - INST (856) | - | 4.38 | - | - | |
Vanguard High-Yield Corporate Adm | - | 4.16 | - | - | |
Vanguard Emerging Mkts Stock Idx Instl | - | 3.83 | - | - | |
Vanguard Real Estate Index Institutional | - | 1.70 | - | - |
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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