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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.560 | 12.980 | 11.420 |
Shares | 37.030 | 37.030 | 0.000 |
Bonds | 61.370 | 61.410 | 0.040 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.535 | 17.868 |
Price to Book | 2.576 | 2.501 |
Price to Sales | 1.927 | 1.826 |
Price to Cash Flow | 11.291 | 10.213 |
Dividend Yield | 2.159 | 2.235 |
5 Years Earnings Growth | 9.300 | 10.360 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.850 | 20.050 |
Financial Services | 17.630 | 15.990 |
Industrials | 11.850 | 11.314 |
Consumer Cyclical | 10.360 | 10.685 |
Healthcare | 9.030 | 11.916 |
Communication Services | 7.880 | 7.061 |
Consumer Defensive | 5.590 | 6.730 |
Basic Materials | 3.780 | 4.102 |
Energy | 3.660 | 4.286 |
Real Estate | 2.720 | 4.747 |
Utilities | 2.650 | 3.150 |
Number of long holdings: 7
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 34.09 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 22.18 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 15.19 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 14.32 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 13.58 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 166.81B | 4.06 | 2.60 | 1.73 | ||
Vanguard Total Bond Market II Idx I | 150.54B | 4.02 | 2.53 | 1.66 | ||
Vanguard Target Retire Trust Plus35 | 126.6B | 8.45 | 12.78 | 8.24 | ||
The Vanguard Target Retire 2035 Tr1 | 126.6B | 8.45 | 12.76 | 8.22 | ||
The Vanguard Target Retire 2035 Tr2 | 126.6B | 8.43 | 12.75 | 8.21 |
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