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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.890 | 4.420 | 3.530 |
Stocks | 78.900 | 78.900 | 0.000 |
Bonds | 20.160 | 20.180 | 0.020 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.024 | 17.520 |
Price to Book | 2.403 | 2.580 |
Price to Sales | 1.715 | 1.815 |
Price to Cash Flow | 10.914 | 10.993 |
Dividend Yield | 2.253 | 2.246 |
5 Years Earnings Growth | 11.116 | 10.882 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.810 | 21.394 |
Financial Services | 15.720 | 15.377 |
Industrials | 11.780 | 11.477 |
Healthcare | 10.970 | 11.716 |
Consumer Cyclical | 10.830 | 10.813 |
Communication Services | 7.100 | 6.626 |
Consumer Defensive | 6.190 | 6.811 |
Energy | 4.700 | 5.040 |
Basic Materials | 4.450 | 4.064 |
Real Estate | 2.860 | 3.831 |
Utilities | 2.600 | 2.852 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 47.80 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 32.15 | - | - | |
Vanguard Total Bond Market II Idx I | - | 13.98 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 6.02 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Retirement Savings Tr | 22.54B | 0.80 | 1.82 | 1.92 | ||
The Vanguard Retirement Savings Tr4 | 22.54B | 0.83 | 1.92 | 2.02 | ||
IA College Savings Iowa 529 Moderap | 675.01M | 1.26 | 1.06 | 5.96 | ||
IA College Savings Iowa 529 Conserv | 512.94M | -0.03 | -0.37 | 4.41 | ||
IA College Savings Iowa 529 Income | 473M | -1.32 | -1.71 | 2.85 |
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