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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 49.860 | 49.860 | 0.000 |
Bonds | 52.380 | 52.380 | 0.000 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.060 | 0.060 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.986 | 17.761 |
Price to Book | 2.349 | 2.509 |
Price to Sales | 1.572 | 1.856 |
Price to Cash Flow | 10.440 | 11.033 |
Dividend Yield | 2.349 | 2.246 |
5 Years Earnings Growth | 10.019 | 11.233 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.300 | 21.240 |
Financial Services | 14.710 | 15.428 |
Industrials | 12.520 | 10.900 |
Consumer Cyclical | 10.170 | 9.670 |
Healthcare | 9.220 | 12.036 |
Real Estate | 7.740 | 5.503 |
Communication Services | 6.400 | 7.063 |
Energy | 5.930 | 4.764 |
Consumer Defensive | 5.920 | 6.285 |
Basic Materials | 4.760 | 4.033 |
Utilities | 2.320 | 3.079 |
Number of long holdings: 8
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DFA US Core Equity 1 I | - | 31.61 | - | - | |
Metropolitan West Total Return Bd Plan | - | 27.31 | - | - | |
DFA Large Cap International I | - | 12.02 | - | - | |
Nuveen Inflation Link Bd R6 | - | 9.96 | - | - | |
Nuveen High Yield R6 | - | 7.48 | - | - | |
T. Rowe Price Instl Floating Rate | - | 5.02 | - | - | |
Nuveen Real Estate Sec Sel R6 | - | 3.56 | - | - | |
DFA Emerging Markets Core Equity I | - | 3.03 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Pue | 2.61B | 18.15 | 7.84 | 12.31 | ||
MI Education Savings Program US Equ | 800.72M | 18.10 | 7.80 | 12.26 | ||
WI Edvest 529 Plan Large Cap Stock | 792.18M | 19.45 | 9.27 | 12.84 | ||
WI Edvest 529 Plan Based Aggressive | 634.49M | 13.15 | 4.48 | 8.31 | ||
OR Oregon College Savings Plan US E | 523.39M | 17.54 | 7.49 | - |
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