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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 11.690 | 15.660 | 3.970 |
Shares | 33.220 | 33.220 | 0.000 |
Bonds | 50.620 | 50.690 | 0.070 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 4.450 | 4.500 | 0.050 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.806 | 17.326 |
Price to Book | 2.538 | 2.411 |
Price to Sales | 1.934 | 1.761 |
Price to Cash Flow | 11.634 | 10.969 |
Dividend Yield | 2.449 | 2.124 |
5 Years Earnings Growth | 10.926 | 11.790 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.420 | 21.415 |
Financial Services | 14.670 | 14.850 |
Healthcare | 10.960 | 11.520 |
Consumer Cyclical | 10.210 | 10.960 |
Industrials | 10.180 | 11.040 |
Real Estate | 7.360 | 5.160 |
Communication Services | 7.300 | 7.540 |
Consumer Defensive | 6.690 | 6.550 |
Basic Materials | 4.330 | 4.545 |
Energy | 4.200 | 3.705 |
Utilities | 2.690 | 2.725 |
Number of long holdings: 10
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market Index Inv | - | 31.37 | - | - | |
Schwab S&P 500 Index Inv | - | 18.33 | - | - | |
Vanguard Stable Value | - | 10.87 | - | - | |
iShares MSCI EAFE Intl Idx K | - | 9.57 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 8.20 | - | - | |
Vanguard Total International Bond ETF | - | 7.62 | - | - | |
VANGUARD EXT MKT INDEX - INST (856) | - | 4.43 | - | - | |
Vanguard High-Yield Corporate Adm | - | 4.09 | - | - | |
Vanguard Emerging Mkts Stock Idx Instl | - | 3.79 | - | - | |
Vanguard Real Estate Index Institutional | - | 1.73 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 5.95 | 2.99 | 7.77 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 11.24 | 9.42 | 12.51 | ||
NY New Yorks 529 Program Direct Mog | 2.21B | 3.45 | 1.17 | 5.70 | ||
NY New Yorks 529 Program Direct Cog | 2.08B | 1.00 | -0.85 | 3.48 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 10.08 | 7.61 | 11.91 |
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