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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 50.080 | 50.080 | 0.000 |
Bonds | 52.670 | 52.670 | 0.000 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.100 | 0.100 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.319 | 16.835 |
Price to Book | 2.415 | 2.421 |
Price to Sales | 1.578 | 1.745 |
Price to Cash Flow | 10.419 | 10.406 |
Dividend Yield | 2.280 | 2.343 |
5 Years Earnings Growth | 10.595 | 10.950 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.960 | 20.137 |
Financial Services | 14.490 | 15.404 |
Industrials | 12.750 | 11.016 |
Consumer Cyclical | 10.900 | 9.927 |
Healthcare | 9.730 | 12.379 |
Real Estate | 7.600 | 5.530 |
Communication Services | 6.250 | 6.846 |
Consumer Defensive | 5.900 | 6.585 |
Energy | 5.620 | 4.900 |
Basic Materials | 4.770 | 4.154 |
Utilities | 2.030 | 3.124 |
Number of long holdings: 8
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA US Core Equity 1 I | - | 31.66 | - | - | |
Metropolitan West Total Return Bd Plan | - | 27.33 | - | - | |
DFA Large Cap International I | - | 12.31 | - | - | |
TIAA-CREF Inflation Link Bd Instl | - | 9.88 | - | - | |
TIAA-CREF High-Yield Inst | - | 7.37 | - | - | |
T. Rowe Price Instl Floating Rate | - | 4.92 | - | - | |
TIAA-CREF Real Estate Sec Instl | - | 3.48 | - | - | |
DFA Emerging Markets Core Equity I | - | 3.05 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Pue | 2.29B | 5.17 | 6.32 | 11.75 | ||
MI Education Savings Program US Equ | 714.09M | 5.15 | 6.29 | 11.71 | ||
WI Edvest 529 Plan Large Cap Stock | 706.14M | 5.99 | 7.94 | 12.27 | ||
WI Edvest 529 Plan Based Aggressive | 578.55M | 2.23 | 2.86 | 7.74 | ||
OR Oregon College Savings Plan US E | 485.48M | 4.66 | 6.00 | - |
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