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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.150 | 13.030 | 9.880 |
Shares | 51.100 | 51.100 | 0.000 |
Bonds | 45.700 | 45.760 | 0.060 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.772 | 17.142 |
Price to Book | 2.488 | 2.562 |
Price to Sales | 1.865 | 1.882 |
Price to Cash Flow | 10.918 | 10.703 |
Dividend Yield | 2.208 | 2.222 |
5 Years Earnings Growth | 9.188 | 10.537 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.770 | 21.323 |
Financial Services | 17.770 | 16.481 |
Industrials | 11.880 | 11.209 |
Consumer Cyclical | 10.600 | 10.357 |
Healthcare | 9.280 | 11.526 |
Communication Services | 7.760 | 7.079 |
Consumer Defensive | 5.950 | 6.251 |
Basic Materials | 3.850 | 3.891 |
Energy | 3.660 | 4.382 |
Real Estate | 2.800 | 4.621 |
Utilities | 2.690 | 2.882 |
Number of long holdings: 7
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 30.46 | - | - | |
Vanguard Total Bond Market II Idx I | - | 28.43 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 21.00 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 12.55 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 7.05 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 161.28B | 2.52 | 1.57 | 1.47 | ||
Vanguard Total Bond Market II Idx I | 145.73B | 2.49 | 1.50 | 1.40 | ||
US9229065084 | 122.91B | 1.77 | 4.54 | 2.02 | ||
The Vanguard Target Retire 2035 Tr1 | 122.07B | 4.74 | 9.00 | 7.65 | ||
The Vanguard Target Retire 2035 Tr2 | 122.07B | 4.72 | 8.99 | 7.63 |
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