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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.14 | 2.52 | 0.38 |
Shares | 62.33 | 62.33 | 0.00 |
Bonds | 35.48 | 36.79 | 1.31 |
Convertible | 0.01 | 0.01 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.45 | 17.60 |
Price to Book | 2.74 | 2.72 |
Price to Sales | 1.88 | 1.99 |
Price to Cash Flow | 11.00 | 10.83 |
Dividend Yield | 1.96 | 2.50 |
5 Years Earnings Growth | 9.24 | 9.36 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.33 | 20.05 |
Financial Services | 15.75 | 17.96 |
Healthcare | 14.49 | 9.89 |
Consumer Cyclical | 12.78 | 9.71 |
Industrials | 10.39 | 11.95 |
Communication Services | 8.31 | 7.37 |
Consumer Defensive | 4.75 | 6.81 |
Basic Materials | 3.51 | 3.98 |
Energy | 3.39 | 4.81 |
Real Estate | 1.81 | 5.09 |
Utilities | 1.48 | 3.52 |
Number of long holdings: 10
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard STAR Core-Plus Bond Instl | - | 35.83 | - | - | |
Vanguard Windsor™ II Inv | - | 14.14 | - | - | |
Vanguard US Growth Investor | - | 12.29 | - | - | |
Vanguard Windsor Investor Shares | - | 8.13 | - | - | |
Vanguard International Growth Inv | - | 6.51 | - | - | |
Vanguard International Value Inv | - | 6.47 | - | - | |
Vanguard PRIMECAP Inv | - | 6.45 | - | - | |
Vanguard International Core Stock Inv | - | 6.38 | - | - | |
Vanguard Dividend Growth Inv | - | 3.80 | - | - | |
Vanguard Explorer Inv | - | 0.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 798.34B | 8.05 | 16.40 | 12.99 | ||
Vanguard 500 Index Admiral | 598.15B | 8.56 | 17.05 | 13.62 | ||
Vanguard Total Stock Market Admiral | 426.73B | 8.04 | 16.38 | 12.97 | ||
Vanguard Total Intl Stock Index Inv | 230.36B | 17.07 | 12.03 | 6.19 | ||
Vanguard Institutional Idx Instl Pl | 199.72B | 8.57 | 17.08 | 13.65 |
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