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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.550 | 8.130 | 5.580 |
Stocks | 48.900 | 48.900 | 0.000 |
Bonds | 48.360 | 48.510 | 0.150 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 0.150 | 0.150 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.585 | 17.178 |
Price to Book | 2.153 | 2.786 |
Price to Sales | 1.403 | 1.948 |
Price to Cash Flow | 7.799 | 11.329 |
Dividend Yield | 2.617 | 2.211 |
5 Years Earnings Growth | 11.552 | 11.132 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.230 | 21.598 |
Financial Services | 14.490 | 15.325 |
Healthcare | 14.170 | 13.682 |
Industrials | 10.040 | 10.985 |
Consumer Cyclical | 9.840 | 9.555 |
Real Estate | 8.280 | 3.339 |
Consumer Defensive | 6.930 | 6.916 |
Communication Services | 5.660 | 6.846 |
Energy | 5.120 | 5.472 |
Basic Materials | 4.180 | 3.526 |
Utilities | 3.070 | 2.756 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market Idx InstlPls | - | 15.04 | - | - | |
Metropolitan West Total Return Bd Plan | - | 14.03 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 13.92 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 13.14 | - | - | |
Vanguard Short-Term Bond Idx InstlPls | - | 11.06 | - | - | |
Vanguard Equity-Income Adm | - | 8.13 | - | - | |
T. Rowe Price Lrg Cp Gr I | - | 7.68 | - | - | |
DFA World ex US Government Fxd Inc I | - | 5.92 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 4.03 | - | - | |
Vanguard Real Estate Index Institutional | - | 2.94 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NE TD Ameritrade 529 State Street S | 221.08M | 5.99 | 7.86 | 11.99 | ||
NE NEST Direct 529 Growth Static In | 186.23M | 2.07 | 2.37 | 7.97 | ||
NE TD Ameritrade 529 T Rowe Price L | 147.81M | 8.18 | 4.24 | 14.85 | ||
NE NEST Direct 529 Age Based Aggr19 | 145.46M | -0.56 | -0.31 | 3.08 | ||
NE NEST Direct 529 T Rowe Price Lar | 145.03M | 8.18 | 4.26 | 14.99 |
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