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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.80 | 6.41 | 4.61 |
Shares | 77.78 | 77.78 | 0.00 |
Bonds | 20.35 | 20.36 | 0.01 |
Convertible | 0.02 | 0.02 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.79 | 17.73 |
Price to Book | 2.41 | 2.79 |
Price to Sales | 1.80 | 1.96 |
Price to Cash Flow | 10.60 | 11.18 |
Dividend Yield | 2.23 | 2.05 |
5 Years Earnings Growth | 10.12 | 10.87 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.72 | 21.18 |
Financial Services | 17.85 | 15.90 |
Industrials | 11.31 | 11.25 |
Consumer Cyclical | 10.54 | 10.25 |
Healthcare | 10.29 | 11.64 |
Communication Services | 7.46 | 7.66 |
Consumer Defensive | 6.00 | 6.73 |
Energy | 4.20 | 5.38 |
Basic Materials | 3.94 | 3.68 |
Real Estate | 2.90 | 4.37 |
Utilities | 2.79 | 3.18 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | - | 46.64 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 32.33 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 14.28 | - | - | |
Vanguard Total Intl Bd II Idx Investor | - | 6.07 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 705.13B | -4.82 | 8.12 | - | ||
Vanguard 500 Index Admiral | 528.46B | -4.28 | 9.02 | 12.46 | ||
Vanguard Total Stock Market Admiral | 377.59B | -4.83 | 8.10 | 11.74 | ||
Vanguard Total Intl Stock Index Inv | 216.94B | 5.46 | 4.59 | 5.14 | ||
Vanguard 500 Index Institutional Se | 194.93B | -4.28 | 9.05 | - |
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