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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.160 | 10.800 | 9.640 |
Shares | 49.050 | 49.050 | 0.000 |
Bonds | 49.710 | 49.730 | 0.020 |
Convertible | 0.040 | 0.040 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.693 | 17.161 |
Price to Book | 2.380 | 2.590 |
Price to Sales | 1.789 | 1.904 |
Price to Cash Flow | 10.528 | 10.807 |
Dividend Yield | 2.252 | 2.178 |
5 Years Earnings Growth | 10.108 | 10.910 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.490 | 21.828 |
Financial Services | 17.970 | 16.254 |
Industrials | 11.400 | 11.041 |
Consumer Cyclical | 10.540 | 10.487 |
Healthcare | 10.250 | 11.354 |
Communication Services | 7.410 | 7.155 |
Consumer Defensive | 6.010 | 6.048 |
Energy | 4.220 | 4.415 |
Basic Materials | 4.010 | 3.894 |
Real Estate | 2.900 | 4.597 |
Utilities | 2.800 | 2.929 |
Number of long holdings: 7
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 29.92 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 28.75 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 20.74 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 12.85 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 7.23 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 166.59B | 2.81 | 0.56 | 1.42 | ||
Vanguard Total Bond Market II Idx I | 151.68B | 2.80 | 0.49 | 1.35 | ||
US9229065084 | 122.68B | 1.06 | 4.32 | 1.94 | ||
Vanguard Target Retire Trust Plus35 | 116.03B | 0.05 | 5.06 | 7.36 | ||
The Vanguard Target Retire 2035 Tr1 | 116.03B | 0.06 | 5.05 | 7.35 |
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