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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.300 | 10.540 | 9.240 |
Shares | 50.580 | 50.580 | 0.000 |
Bonds | 48.050 | 48.090 | 0.040 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.649 | 17.282 |
Price to Book | 2.552 | 2.610 |
Price to Sales | 1.883 | 1.898 |
Price to Cash Flow | 11.533 | 11.061 |
Dividend Yield | 2.111 | 2.168 |
5 Years Earnings Growth | 10.168 | 10.814 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.870 | 22.103 |
Financial Services | 17.110 | 15.872 |
Consumer Cyclical | 11.320 | 10.538 |
Industrials | 11.200 | 11.098 |
Healthcare | 9.990 | 11.416 |
Communication Services | 7.830 | 7.106 |
Consumer Defensive | 5.560 | 6.044 |
Energy | 3.890 | 4.408 |
Basic Materials | 3.860 | 3.919 |
Real Estate | 2.760 | 4.598 |
Utilities | 2.600 | 2.898 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 30.66 | - | - | |
Vanguard Total Bond Market II Idx I | - | 28.81 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 20.41 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 12.71 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 6.97 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 165.8B | 2.69 | -0.44 | 1.45 | ||
Vanguard Total Bond Market II Idx I | 152.05B | 2.67 | -0.51 | 1.38 | ||
US9229065084 | 123.56B | 0.69 | 4.19 | 1.91 | ||
Vanguard Target Retire Trust Plus35 | 118.69B | 2.53 | 6.12 | 7.53 | ||
The Vanguard Target Retire 2035 Tr1 | 118.69B | 2.54 | 6.11 | 7.52 |
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