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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.20 | 14.81 | 13.61 |
Shares | 38.36 | 38.36 | 0.00 |
Bonds | 60.36 | 60.38 | 0.02 |
Convertible | 0.05 | 0.05 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.76 | 17.26 |
Price to Book | 2.40 | 2.65 |
Price to Sales | 1.80 | 1.92 |
Price to Cash Flow | 10.58 | 11.21 |
Dividend Yield | 2.24 | 2.44 |
5 Years Earnings Growth | 10.11 | 10.15 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.65 | 19.91 |
Financial Services | 17.89 | 16.27 |
Industrials | 11.34 | 10.72 |
Consumer Cyclical | 10.54 | 9.17 |
Healthcare | 10.27 | 11.65 |
Communication Services | 7.45 | 6.71 |
Consumer Defensive | 6.00 | 6.90 |
Energy | 4.21 | 5.59 |
Basic Materials | 3.96 | 3.73 |
Real Estate | 2.90 | 6.26 |
Utilities | 2.79 | 3.80 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx Inv | - | 42.19 | - | - | |
Vanguard Total Stock Mkt Idx Inv | - | 22.84 | - | - | |
Vanguard Total Intl Bd II Idx Investor | - | 18.18 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 16.11 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 690.61B | -4.82 | 8.12 | - | ||
Vanguard 500 Index Admiral | 533.44B | -4.28 | 9.02 | 12.46 | ||
Vanguard Total Stock Market Admiral | 381.66B | -4.83 | 8.10 | 11.74 | ||
Vanguard Total Intl Stock Index Inv | 210.14B | 5.46 | 4.59 | 5.14 | ||
Vanguard 500 Index Institutional Se | 194.95B | -4.28 | 9.05 | - |
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