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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.50 | 7.20 | 5.70 |
Shares | 59.76 | 59.76 | 0.00 |
Bonds | 38.66 | 38.75 | 0.09 |
Convertible | 0.03 | 0.03 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.72 | 16.95 |
Price to Book | 2.37 | 2.71 |
Price to Sales | 1.78 | 1.97 |
Price to Cash Flow | 10.37 | 10.72 |
Dividend Yield | 2.28 | 2.58 |
5 Years Earnings Growth | 9.67 | 9.94 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.65 | 18.79 |
Financial Services | 17.86 | 17.78 |
Industrials | 11.52 | 11.53 |
Consumer Cyclical | 10.44 | 9.83 |
Healthcare | 10.28 | 11.16 |
Communication Services | 7.48 | 6.93 |
Consumer Defensive | 6.09 | 7.11 |
Energy | 4.04 | 5.10 |
Basic Materials | 3.92 | 4.03 |
Real Estate | 2.94 | 5.17 |
Utilities | 2.76 | 3.51 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | - | 35.82 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 26.81 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 24.71 | - | - | |
Vanguard Total Intl Bd II Idx Investor | - | 12.10 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 705.13B | -5.46 | 11.33 | 11.64 | ||
Vanguard 500 Index Admiral | 528.46B | -4.94 | 12.13 | 12.28 | ||
Vanguard Total Stock Market Admiral | 377.59B | -5.47 | 11.31 | 11.61 | ||
Vanguard Total Intl Stock Index Inv | 216.94B | 8.74 | 7.96 | 4.94 | ||
Vanguard 500 Index Institutional Se | 194.93B | -4.92 | 12.16 | - |
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