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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.370 | 6.930 | 5.560 |
Shares | 60.820 | 60.820 | 0.000 |
Bonds | 37.730 | 37.820 | 0.090 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.669 | 17.231 |
Price to Book | 2.469 | 2.605 |
Price to Sales | 1.838 | 1.890 |
Price to Cash Flow | 10.881 | 10.745 |
Dividend Yield | 2.237 | 2.157 |
5 Years Earnings Growth | 9.176 | 10.546 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.970 | 21.498 |
Financial Services | 17.760 | 16.308 |
Industrials | 11.550 | 11.366 |
Consumer Cyclical | 10.510 | 10.643 |
Healthcare | 10.100 | 11.716 |
Communication Services | 7.590 | 7.012 |
Consumer Defensive | 6.160 | 6.330 |
Basic Materials | 3.920 | 3.874 |
Energy | 3.760 | 4.190 |
Real Estate | 2.910 | 4.217 |
Utilities | 2.770 | 2.868 |
Number of long holdings: 6
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 36.46 | - | - | |
Vanguard Total Bond Market II Idx I | - | 26.44 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 25.01 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 11.52 | - | - |
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 | 122.59B | 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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