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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.590 | 7.210 | 5.620 |
Shares | 60.020 | 60.020 | 0.000 |
Bonds | 38.320 | 38.410 | 0.090 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.606 | 17.047 |
Price to Book | 2.353 | 2.587 |
Price to Sales | 1.762 | 1.878 |
Price to Cash Flow | 10.278 | 10.639 |
Dividend Yield | 2.302 | 2.158 |
5 Years Earnings Growth | 9.667 | 10.721 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.660 | 21.431 |
Financial Services | 17.880 | 16.298 |
Industrials | 11.430 | 11.314 |
Consumer Cyclical | 10.540 | 10.677 |
Healthcare | 10.280 | 11.775 |
Communication Services | 7.440 | 6.993 |
Consumer Defensive | 6.010 | 6.270 |
Energy | 4.210 | 4.271 |
Basic Materials | 3.960 | 3.894 |
Real Estate | 2.900 | 4.225 |
Utilities | 2.700 | 2.875 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 35.79 | - | - | |
Vanguard Total Bond Market II Idx I | - | 26.68 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 24.75 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 11.88 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 160.55B | 3.15 | 1.98 | 1.49 | ||
Vanguard Total Bond Market II Idx I | 145.33B | 3.13 | 1.91 | 1.42 | ||
US9229065084 | 122.9B | 1.41 | 4.43 | 1.98 | ||
Vanguard Target Retire Trust Plus35 | 117.72B | 0.98 | 7.83 | 7.31 | ||
The Vanguard Target Retire 2035 Tr1 | 117.72B | 0.98 | 7.82 | 7.30 |
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