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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 11.960 | 17.420 | 5.460 |
Stocks | 33.180 | 33.180 | 0.000 |
Bonds | 50.210 | 50.230 | 0.020 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 4.640 | 4.690 | 0.050 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.754 | 17.800 |
Price to Book | 2.550 | 2.417 |
Price to Sales | 1.980 | 1.784 |
Price to Cash Flow | 11.702 | 11.003 |
Dividend Yield | 2.354 | 2.077 |
5 Years Earnings Growth | 11.452 | 12.053 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.000 | 22.205 |
Financial Services | 14.630 | 14.830 |
Healthcare | 10.650 | 11.365 |
Consumer Cyclical | 10.190 | 10.950 |
Industrials | 9.870 | 10.885 |
Real Estate | 7.930 | 5.445 |
Communication Services | 7.090 | 7.435 |
Consumer Defensive | 6.180 | 6.295 |
Basic Materials | 4.020 | 4.390 |
Energy | 3.840 | 3.525 |
Utilities | 2.620 | 2.690 |
Number of long holdings: 10
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market Index Inv | - | 30.80 | - | - | |
Schwab S&P 500 Index Inv | - | 18.21 | - | - | |
Vanguard Stable Value | - | 10.82 | - | - | |
Vanguard High-Yield Corporate Adm | - | 10.20 | - | - | |
iShares MSCI EAFE Intl Idx K | - | 9.60 | - | - | |
Vanguard Total International Bond ETF | - | 7.62 | - | - | |
VANGUARD EXT MKT INDEX - INST (856) | - | 4.59 | - | - | |
Vanguard Emerging Mkts Stock Idx Instl | - | 3.70 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 2.53 | - | - | |
Vanguard Real Estate Index Institutional | - | 1.93 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 11.99 | 3.66 | 7.97 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 19.43 | 9.23 | 12.81 | ||
NY New Yorks 529 Program Direct Mog | 2.21B | 8.98 | 1.93 | 5.95 | ||
NY New Yorks 529 Program Direct Cog | 2.08B | 5.91 | -0.04 | 3.77 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 18.10 | 7.61 | 12.19 |
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