Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.950 | 2.010 | 0.060 |
Stocks | 55.720 | 55.720 | 0.000 |
Bonds | 38.580 | 38.620 | 0.040 |
Other | 3.760 | 3.760 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.104 | 17.759 |
Price to Book | 2.772 | 2.942 |
Price to Sales | 2.180 | 2.093 |
Price to Cash Flow | 12.659 | 11.905 |
Dividend Yield | 2.245 | 2.116 |
5 Years Earnings Growth | 10.799 | 11.335 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.270 | 23.072 |
Financial Services | 13.330 | 15.468 |
Real Estate | 12.900 | 3.366 |
Healthcare | 11.020 | 13.146 |
Industrials | 9.930 | 10.637 |
Consumer Cyclical | 9.310 | 9.377 |
Communication Services | 6.670 | 7.004 |
Consumer Defensive | 5.730 | 6.535 |
Basic Materials | 3.220 | 3.419 |
Energy | 3.170 | 5.035 |
Utilities | 2.460 | 2.940 |
Number of long holdings: 7
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nuveen Equity Index R6 | - | 36.38 | - | - | |
Vanguard Total Bond Market | US9219378356 | 27.86 | 73.26 | +0.92% | |
Nuveen International Eq Idx R6 | - | 14.03 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 8.08 | - | - | |
DFA Real Estate Securities I | - | 5.91 | - | - | |
Vanguard High-Yield Corporate Inv | - | 4.02 | - | - | |
Vanguard EM Stock Index Fd | - | 3.72 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Pue | 2.67B | 19.66 | 7.60 | 12.38 | ||
MI Education Savings Program US Equ | 815.12M | 19.62 | 7.56 | 12.34 | ||
WI Edvest 529 Plan Large Cap Stock | 798M | 20.85 | 8.97 | 12.86 | ||
WI Edvest 529 Plan Based Aggressive | 631.64M | 12.82 | 4.10 | 8.35 | ||
OR Oregon College Savings Plan US E | 549.03M | 18.98 | 7.25 | - |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review