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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.410 | 4.670 | 3.260 |
Stocks | 59.410 | 59.410 | 0.000 |
Bonds | 39.100 | 39.140 | 0.040 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.209 | 17.756 |
Price to Book | 2.521 | 2.941 |
Price to Sales | 1.847 | 2.084 |
Price to Cash Flow | 11.432 | 11.754 |
Dividend Yield | 2.135 | 2.135 |
5 Years Earnings Growth | 10.415 | 10.486 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.950 | 23.035 |
Financial Services | 16.680 | 16.062 |
Consumer Cyclical | 11.220 | 9.745 |
Industrials | 11.070 | 10.786 |
Healthcare | 9.760 | 12.541 |
Communication Services | 7.560 | 7.075 |
Consumer Defensive | 5.640 | 6.389 |
Energy | 3.910 | 4.806 |
Basic Materials | 3.780 | 3.241 |
Real Estate | 2.800 | 3.329 |
Utilities | 2.640 | 2.990 |
Number of long holdings: 4
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 36.62 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 27.71 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 23.59 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 12.07 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
VA Invest529 Total Stock Market Ind | 2.34B | 23.20 | 7.83 | 12.41 | ||
VA Invest529 Stable Value Portfolio | 243.61M | 3.18 | 2.53 | 2.06 | ||
VA Invest529 Conservative Income Po | 93.32M | 4.68 | -0.39 | 3.17 | ||
VA Invest529 REIT Index Portfolio | 85.61M | 3.66 | -4.73 | 4.99 |
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