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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.300 | 10.230 | 8.930 |
Shares | 60.050 | 60.050 | 0.000 |
Bonds | 38.600 | 38.630 | 0.030 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.797 | 17.916 |
Price to Book | 2.627 | 2.687 |
Price to Sales | 1.941 | 1.943 |
Price to Cash Flow | 11.471 | 11.051 |
Dividend Yield | 2.091 | 2.111 |
5 Years Earnings Growth | 9.471 | 10.342 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.990 | 22.251 |
Financial Services | 17.560 | 16.230 |
Industrials | 11.800 | 11.568 |
Consumer Cyclical | 10.360 | 10.638 |
Healthcare | 9.040 | 11.122 |
Communication Services | 7.910 | 7.237 |
Consumer Defensive | 5.580 | 6.192 |
Basic Materials | 3.740 | 3.811 |
Energy | 3.650 | 4.074 |
Real Estate | 2.720 | 4.053 |
Utilities | 2.640 | 2.846 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 36.43 | - | - | |
Vanguard Total Bond Market II Idx I | - | 27.17 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 24.17 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 11.28 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 0.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 171.03B | 3.76 | 1.71 | 1.62 | ||
Vanguard Total Bond Market II Idx I | 153.93B | 3.71 | 1.64 | 1.55 | ||
Vanguard Target Retire Trust Plus35 | 127.95B | 9.12 | 10.89 | 8.21 | ||
The Vanguard Target Retire 2035 Tr1 | 127.95B | 9.12 | 10.88 | 8.20 | ||
The Vanguard Target Retire 2035 Tr2 | 127.95B | 9.11 | 10.88 | 8.19 |
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