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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.400 | 7.390 | 6.990 |
Shares | 59.570 | 59.570 | 0.000 |
Bonds | 39.970 | 40.010 | 0.040 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.019 | 17.174 |
Price to Book | 2.402 | 2.784 |
Price to Sales | 1.715 | 1.947 |
Price to Cash Flow | 10.910 | 11.321 |
Dividend Yield | 2.254 | 2.212 |
5 Years Earnings Growth | 11.115 | 11.132 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.800 | 21.599 |
Financial Services | 15.720 | 15.328 |
Industrials | 11.780 | 10.987 |
Healthcare | 10.970 | 13.682 |
Consumer Cyclical | 10.830 | 9.555 |
Communication Services | 7.100 | 6.843 |
Consumer Defensive | 6.190 | 6.913 |
Energy | 4.700 | 5.469 |
Basic Materials | 4.450 | 3.526 |
Real Estate | 2.860 | 3.341 |
Utilities | 2.600 | 2.753 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 36.05 | - | - | |
Vanguard Total Bond Market II Idx I | - | 27.69 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 24.32 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 11.97 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Retirement Savings Tr | 22.54B | 0.80 | 1.82 | 1.92 | ||
The Vanguard Retirement Savings Tr4 | 22.54B | 0.83 | 1.92 | 2.02 | ||
IA College Savings Iowa 529 Conserv | 512.94M | -0.03 | -0.37 | 4.41 | ||
IA College Savings Iowa 529 Growthg | 488.82M | 2.55 | 2.42 | 7.38 | ||
IA College Savings Iowa 529 Income | 473M | -1.32 | -1.71 | 2.85 |
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