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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.240 | 2.440 | 1.200 |
Stocks | 53.570 | 53.570 | 0.000 |
Bonds | 45.160 | 45.160 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.881 | 18.001 |
Price to Book | 2.465 | 2.563 |
Price to Sales | 1.858 | 1.868 |
Price to Cash Flow | 11.480 | 10.942 |
Dividend Yield | 2.289 | 2.156 |
5 Years Earnings Growth | 11.214 | 11.214 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.920 | 20.240 |
Financial Services | 14.930 | 14.920 |
Industrials | 10.920 | 10.917 |
Healthcare | 10.350 | 11.766 |
Consumer Cyclical | 10.070 | 10.794 |
Communication Services | 7.070 | 8.014 |
Real Estate | 6.680 | 6.587 |
Consumer Defensive | 5.910 | 6.420 |
Energy | 4.360 | 3.923 |
Basic Materials | 4.270 | 3.697 |
Utilities | 2.510 | 2.720 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core US Aggregate Bond | US4642872265 | 34.22 | 97.92 | +0.10% | |
iShares Core S&P Total U.S. Stock Market | US4642871507 | 31.79 | 117.95 | -0.14% | |
iShares Core MSCI Total Intl Stk ETF | - | 19.86 | - | - | |
iShares 20+ Year Treasury Bond ETF | - | 6.82 | - | - | |
iShares TIPS Bond | US4642871762 | 5.14 | 106.90 | +0.12% | |
iShares Core U.S. REIT | US4642885218 | 2.18 | 52.81 | +0.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ME NextGen College Investing Plan d | 390.85M | 11.18 | 9.35 | 12.49 | ||
ME NextGen College Investing Plan 8 | 218.15M | 4.69 | 1.45 | 6.10 | ||
ME NextGen College Investing Plan a | 175.9M | 12.74 | 8.83 | 14.15 | ||
ME NextGen iShares Ages 8 10 A | 150.92M | 4.55 | 1.11 | 5.71 | ||
ME NextGen College Based 14 16 Y D | 86M | 2.02 | 0.35 | 4.16 |
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