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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.300 | 5.140 | 3.840 |
Shares | 81.490 | 81.490 | 0.000 |
Bonds | 17.140 | 17.150 | 0.010 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.758 | 17.221 |
Price to Book | 2.399 | 2.631 |
Price to Sales | 1.799 | 1.919 |
Price to Cash Flow | 10.580 | 10.842 |
Dividend Yield | 2.236 | 2.081 |
5 Years Earnings Growth | 10.114 | 10.988 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.640 | 22.648 |
Financial Services | 17.890 | 16.394 |
Industrials | 11.340 | 11.160 |
Consumer Cyclical | 10.540 | 11.023 |
Healthcare | 10.270 | 11.572 |
Communication Services | 7.440 | 7.248 |
Consumer Defensive | 6.010 | 5.942 |
Energy | 4.210 | 4.043 |
Basic Materials | 3.970 | 3.814 |
Real Estate | 2.900 | 3.513 |
Utilities | 2.800 | 2.645 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 48.50 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 33.70 | - | - | |
Vanguard Total Bond Market II Idx I | - | 12.07 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 5.07 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 160.55B | 2.81 | 0.56 | 1.42 | ||
Vanguard Total Bond Market II Idx I | 145.33B | 2.80 | 0.49 | 1.35 | ||
US9229065084 | 122.68B | 1.06 | 4.32 | 1.94 | ||
The Vanguard Target Retire 2035 Tr1 | 117.72B | 0.06 | 5.05 | 7.35 | ||
The Vanguard Target Retire 2035 Tr2 | 117.72B | 0.04 | 5.03 | 7.34 |
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