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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.790 | 17.960 | 17.170 |
Stocks | 24.800 | 24.800 | 0.000 |
Bonds | 74.360 | 74.430 | 0.070 |
Convertible | 0.040 | 0.040 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.339 | 17.054 |
Price to Book | 2.449 | 2.409 |
Price to Sales | 1.759 | 1.718 |
Price to Cash Flow | 11.250 | 11.044 |
Dividend Yield | 2.219 | 2.290 |
5 Years Earnings Growth | 11.324 | 11.261 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.310 | 22.898 |
Financial Services | 15.660 | 15.728 |
Industrials | 11.620 | 11.661 |
Healthcare | 10.840 | 10.786 |
Consumer Cyclical | 10.550 | 10.546 |
Communication Services | 7.230 | 7.194 |
Consumer Defensive | 6.140 | 6.217 |
Energy | 4.660 | 4.798 |
Basic Materials | 4.460 | 4.521 |
Real Estate | 2.850 | 2.833 |
Utilities | 2.690 | 2.819 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 52.53 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 22.42 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 15.06 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 10.00 | - | - |
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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