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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.510 | 3.730 | 2.220 |
Shares | 88.370 | 88.370 | 0.000 |
Bonds | 10.040 | 10.050 | 0.010 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.812 | 17.396 |
Price to Book | 2.417 | 2.579 |
Price to Sales | 1.809 | 1.879 |
Price to Cash Flow | 10.648 | 10.615 |
Dividend Yield | 2.213 | 2.212 |
5 Years Earnings Growth | 10.088 | 10.912 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.470 | 22.688 |
Financial Services | 17.600 | 16.334 |
Industrials | 11.210 | 11.191 |
Consumer Cyclical | 10.870 | 11.105 |
Healthcare | 10.120 | 11.549 |
Communication Services | 7.620 | 7.210 |
Consumer Defensive | 5.800 | 5.842 |
Energy | 3.940 | 4.041 |
Basic Materials | 3.900 | 3.839 |
Real Estate | 2.840 | 3.635 |
Utilities | 2.630 | 2.565 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 52.40 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 36.82 | - | - | |
Vanguard Total Bond Market II Idx I | - | 7.01 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 3.05 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 166.59B | 2.81 | 0.56 | 1.42 | ||
Vanguard Total Bond Market II Idx I | 151.68B | 2.80 | 0.49 | 1.35 | ||
US9229065084 | 122.6B | 1.06 | 4.32 | 1.94 | ||
The Vanguard Target Retire 2035 Tr1 | 116.03B | 0.06 | 5.05 | 7.35 | ||
The Vanguard Target Retire 2035 Tr2 | 116.03B | 0.04 | 5.03 | 7.34 |
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