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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.270 | 9.350 | 7.080 |
Shares | 36.910 | 36.910 | 0.000 |
Bonds | 60.750 | 60.860 | 0.110 |
Convertible | 0.040 | 0.040 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.644 | 17.583 |
Price to Book | 2.462 | 2.471 |
Price to Sales | 1.834 | 1.808 |
Price to Cash Flow | 10.865 | 10.116 |
Dividend Yield | 2.242 | 2.252 |
5 Years Earnings Growth | 9.175 | 10.483 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.910 | 19.830 |
Financial Services | 17.780 | 15.986 |
Industrials | 11.570 | 11.198 |
Consumer Cyclical | 10.510 | 10.716 |
Healthcare | 10.090 | 12.134 |
Communication Services | 7.580 | 6.988 |
Consumer Defensive | 6.160 | 6.772 |
Basic Materials | 3.940 | 4.119 |
Energy | 3.760 | 4.342 |
Real Estate | 2.910 | 4.774 |
Utilities | 2.780 | 3.169 |
Number of long holdings: 7
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 33.66 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 22.01 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 15.30 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 14.59 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 13.83 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 161.28B | 2.52 | 1.57 | 1.47 | ||
Vanguard Total Bond Market II Idx I | 145.73B | 2.49 | 1.50 | 1.40 | ||
US9229065084 | 122.59B | 1.77 | 4.54 | 2.02 | ||
The Vanguard Target Retire 2035 Tr2 | 122.07B | 4.72 | 8.99 | 7.63 | ||
Vanguard Target Retire Trust Plus35 | 122.07B | 4.74 | 9.02 | 7.66 |
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