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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.100 | 2.570 | 1.470 |
Shares | 38.610 | 38.610 | 0.000 |
Bonds | 60.270 | 60.270 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.778 | 16.736 |
Price to Book | 2.583 | 2.257 |
Price to Sales | 1.955 | 1.667 |
Price to Cash Flow | 11.739 | 9.057 |
Dividend Yield | 2.146 | 2.736 |
5 Years Earnings Growth | 11.471 | 9.892 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.630 | 19.608 |
Financial Services | 15.050 | 14.769 |
Industrials | 10.490 | 9.981 |
Healthcare | 10.390 | 11.978 |
Consumer Cyclical | 10.180 | 9.765 |
Communication Services | 7.050 | 7.619 |
Real Estate | 6.960 | 9.262 |
Consumer Defensive | 5.780 | 6.760 |
Basic Materials | 4.040 | 3.330 |
Energy | 3.800 | 3.864 |
Utilities | 2.620 | 3.064 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core US Aggregate Bond | US4642872265 | 46.37 | 98.53 | -0.16% | |
iShares Core S&P Total U.S. Stock Market | US4642871507 | 23.61 | 132.80 | +0.39% | |
iShares Core MSCI Total Intl Stk ETF | - | 13.50 | - | - | |
iShares 20+ Year Treasury Bond ETF | - | 7.92 | - | - | |
iShares TIPS Bond | US4642871762 | 6.98 | 108.11 | -0.23% | |
iShares Core U.S. REIT | US4642885218 | 1.61 | 62.32 | +0.47% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ME NextGen College Investing Plan a | 175.9M | 24.32 | 7.43 | 14.52 | ||
ME NextGen iShares Ages 8 10 A | 150.92M | 10.28 | 1.65 | 6.02 | ||
ME NextGen College Investing Plan 0 | 125.03M | 13.78 | 3.99 | 8.45 | ||
ME NextGen College Investing Plan 8 | 125.03M | 10.60 | 1.99 | 6.41 | ||
ME NextGen College Based 11 13 Y D | 125.03M | 8.47 | 0.95 | 5.39 |
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