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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.380 | 1.610 | 1.230 |
Stocks | 52.250 | 52.250 | 0.000 |
Bonds | 47.340 | 47.340 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.194 | 18.105 |
Price to Book | 2.612 | 2.633 |
Price to Sales | 1.985 | 1.928 |
Price to Cash Flow | 11.830 | 11.219 |
Dividend Yield | 2.145 | 2.101 |
5 Years Earnings Growth | 10.878 | 11.232 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.720 | 20.846 |
Financial Services | 16.040 | 15.263 |
Industrials | 10.640 | 10.769 |
Consumer Cyclical | 10.350 | 10.699 |
Healthcare | 9.670 | 11.554 |
Communication Services | 7.140 | 8.056 |
Real Estate | 6.620 | 6.620 |
Consumer Defensive | 5.570 | 6.267 |
Energy | 3.890 | 3.661 |
Basic Materials | 3.800 | 3.533 |
Utilities | 2.560 | 2.733 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core US Aggregate Bond | US4642872265 | 35.19 | 96.77 | +0.11% | |
iShares Core S&P Total U.S. Stock Market | US4642871507 | 32.15 | 131.86 | +1.07% | |
iShares Core MSCI Total Intl Stk ETF | - | 18.22 | - | - | |
iShares 20+ Year Treasury Bond ETF | - | 7.13 | - | - | |
iShares TIPS Bond | US4642871762 | 5.26 | 106.64 | +0.23% | |
iShares Core U.S. REIT | US4642885218 | 2.06 | 57.40 | +0.63% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ME NextGen College Investing Plan a | 175.9M | 32.03 | 9.34 | 14.90 | ||
ME NextGen iShares Ages 8 10 A | 150.92M | 13.86 | 3.21 | 6.22 | ||
ME NextGen College Investing Plan d | 125.03M | 27.78 | 11.20 | 13.15 | ||
ME NextGen College Investing Plan 0 | 125.03M | 18.29 | 6.10 | 8.71 | ||
ME NextGen College Investing Plan 8 | 125.03M | 14.22 | 3.55 | 6.61 |
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