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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.200 | 2.960 | 1.760 |
Stocks | 38.310 | 38.310 | 0.000 |
Bonds | 60.470 | 60.470 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.866 | 16.974 |
Price to Book | 2.547 | 2.267 |
Price to Sales | 1.946 | 1.672 |
Price to Cash Flow | 11.651 | 9.072 |
Dividend Yield | 2.193 | 2.736 |
5 Years Earnings Growth | 11.667 | 9.970 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.500 | 19.690 |
Financial Services | 15.200 | 14.733 |
Healthcare | 10.900 | 12.028 |
Industrials | 10.420 | 9.956 |
Consumer Cyclical | 9.700 | 9.736 |
Real Estate | 7.060 | 9.249 |
Communication Services | 6.890 | 7.611 |
Consumer Defensive | 5.830 | 6.745 |
Energy | 4.030 | 3.907 |
Basic Materials | 3.930 | 3.319 |
Utilities | 2.530 | 3.026 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core US Aggregate Bond | US4642872265 | 46.57 | 101.50 | +0.29% | |
iShares Core S&P Total U.S. Stock Market | US4642871507 | 23.50 | 125.15 | -0.06% | |
iShares Core MSCI Total Intl Stk ETF | - | 13.32 | - | - | |
iShares 20+ Year Treasury Bond ETF | - | 7.98 | - | - | |
iShares TIPS Bond | US4642871762 | 6.98 | 110.51 | +0.22% | |
iShares Core U.S. REIT | US4642885218 | 1.64 | 61.17 | +0.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ME NextGen College Investing Plan d | 390.85M | 19.33 | 9.15 | 12.78 | ||
ME NextGen College Investing Plan 8 | 218.15M | 11.03 | 2.16 | 6.47 | ||
ME NextGen College Investing Plan a | 175.9M | 21.46 | 7.32 | 14.45 | ||
ME NextGen iShares Ages 8 10 A | 150.92M | 10.80 | 1.83 | 6.08 | ||
ME NextGen College Based 11 13 Y D | 100.58M | 9.25 | 1.18 | 5.50 |
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