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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.98 | 3.17 | 0.19 |
Shares | 60.67 | 60.67 | 0.00 |
Bonds | 36.23 | 37.57 | 1.34 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.07 | 0.07 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.37 | 18.66 |
Price to Book | 2.70 | 3.21 |
Price to Sales | 1.92 | 2.24 |
Price to Cash Flow | 11.51 | 12.35 |
Dividend Yield | 1.75 | 1.96 |
5 Years Earnings Growth | 10.96 | 11.23 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.61 | 23.79 |
Consumer Cyclical | 13.92 | 10.08 |
Healthcare | 13.89 | 12.81 |
Financial Services | 13.57 | 15.73 |
Industrials | 11.82 | 10.19 |
Communication Services | 8.20 | 7.57 |
Consumer Defensive | 4.04 | 6.00 |
Energy | 3.29 | 4.95 |
Basic Materials | 2.87 | 3.21 |
Real Estate | 1.54 | 4.23 |
Utilities | 1.25 | 3.23 |
Number of long holdings: 12
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Windsor™ II Inv | - | 14.24 | - | - | |
Vanguard Short-Term Investment-Grade Inv | - | 12.90 | - | - | |
Vanguard GNMA Inv | - | 12.61 | - | - | |
Vanguard Long-Term Investment-Grade Inv | - | 12.01 | - | - | |
Vanguard US Growth Investor | - | 11.99 | - | - | |
Vanguard International Growth Inv | - | 9.44 | - | - | |
Vanguard International Value Inv | - | 9.11 | - | - | |
Vanguard Windsor Investor Shares | - | 7.78 | - | - | |
Vanguard PRIMECAP Inv | - | 6.07 | - | - | |
Vanguard Explorer Inv | - | 3.83 | - | - |
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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