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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.970 | 9.900 | 8.930 |
Shares | 60.870 | 60.870 | 0.000 |
Bonds | 38.100 | 38.130 | 0.030 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.554 | 17.752 |
Price to Book | 2.581 | 2.666 |
Price to Sales | 1.930 | 1.928 |
Price to Cash Flow | 11.304 | 10.965 |
Dividend Yield | 2.155 | 2.126 |
5 Years Earnings Growth | 9.301 | 10.300 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.900 | 21.996 |
Financial Services | 17.610 | 16.306 |
Industrials | 11.830 | 11.556 |
Consumer Cyclical | 10.360 | 10.672 |
Healthcare | 9.040 | 11.223 |
Communication Services | 7.890 | 7.176 |
Consumer Defensive | 5.590 | 6.262 |
Basic Materials | 3.770 | 3.829 |
Energy | 3.660 | 4.078 |
Real Estate | 2.720 | 4.066 |
Utilities | 2.640 | 2.859 |
Number of long holdings: 6
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 36.60 | - | - | |
Vanguard Total Bond Market II Idx I | - | 26.75 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 24.82 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 11.21 | - | - |
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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