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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 19.770 | 19.770 | 0.000 |
Bonds | 80.430 | 80.540 | 0.110 |
Convertible | 0.060 | 0.060 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.328 | 17.041 |
Price to Book | 2.521 | 2.479 |
Price to Sales | 1.846 | 1.804 |
Price to Cash Flow | 11.303 | 11.113 |
Dividend Yield | 2.164 | 2.233 |
5 Years Earnings Growth | 11.038 | 10.972 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.890 | 23.475 |
Financial Services | 16.390 | 16.365 |
Industrials | 11.310 | 11.293 |
Healthcare | 10.600 | 10.578 |
Consumer Cyclical | 10.560 | 10.548 |
Communication Services | 7.330 | 7.330 |
Consumer Defensive | 5.870 | 5.995 |
Basic Materials | 4.200 | 4.286 |
Energy | 4.080 | 4.217 |
Real Estate | 2.970 | 2.956 |
Utilities | 2.790 | 2.958 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 56.03 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 24.02 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 12.06 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 7.90 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Retirement Savings Tr | 20.88B | 2.19 | 2.04 | 1.96 | ||
The Vanguard Retirement Savings Tr4 | 20.88B | 2.29 | 2.14 | 2.05 | ||
IA College Savings Iowa 529 Moderap | 675.01M | 12.84 | 3.78 | 6.58 | ||
IA College Savings Iowa 529 Conserv | 512.94M | 9.57 | 1.93 | 4.90 | ||
IA College Savings Iowa 529 Growthg | 488.82M | 16.09 | 5.56 | 8.13 |
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