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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.580 | 2.880 | 1.300 |
Shares | 89.780 | 89.780 | 0.000 |
Bonds | 8.570 | 8.590 | 0.020 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.638 | 17.367 |
Price to Book | 2.461 | 2.555 |
Price to Sales | 1.833 | 1.861 |
Price to Cash Flow | 10.860 | 10.538 |
Dividend Yield | 2.244 | 2.246 |
5 Years Earnings Growth | 9.175 | 10.491 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.900 | 22.208 |
Financial Services | 17.790 | 16.575 |
Industrials | 11.580 | 11.317 |
Consumer Cyclical | 10.510 | 10.943 |
Healthcare | 10.090 | 11.660 |
Communication Services | 7.580 | 7.118 |
Consumer Defensive | 6.170 | 6.071 |
Basic Materials | 3.940 | 3.854 |
Energy | 3.760 | 4.037 |
Real Estate | 2.910 | 3.665 |
Utilities | 2.780 | 2.556 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 53.46 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 37.29 | - | - | |
Vanguard Total Bond Market II Idx I | - | 5.93 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 2.70 | - | - |
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 Tr1 | 122.07B | 4.74 | 9.00 | 7.65 | ||
The Vanguard Target Retire 2035 Tr2 | 122.07B | 4.72 | 8.99 | 7.63 |
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