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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.510 | 9.700 | 7.190 |
Shares | 68.590 | 68.590 | 0.000 |
Bonds | 28.840 | 28.880 | 0.040 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.784 | 17.547 |
Price to Book | 2.491 | 2.635 |
Price to Sales | 1.867 | 1.925 |
Price to Cash Flow | 10.925 | 10.923 |
Dividend Yield | 2.206 | 2.111 |
5 Years Earnings Growth | 9.188 | 10.492 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.790 | 21.933 |
Financial Services | 17.760 | 16.531 |
Industrials | 11.870 | 11.352 |
Consumer Cyclical | 10.600 | 10.708 |
Healthcare | 9.280 | 11.562 |
Communication Services | 7.770 | 7.266 |
Consumer Defensive | 5.950 | 6.182 |
Basic Materials | 3.840 | 3.810 |
Energy | 3.660 | 4.054 |
Real Estate | 2.800 | 3.888 |
Utilities | 2.690 | 2.714 |
Number of long holdings: 6
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 40.98 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 28.09 | - | - | |
Vanguard Total Bond Market II Idx I | - | 21.02 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 9.29 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 166.81B | 4.06 | 2.60 | 1.73 | ||
Vanguard Total Bond Market II Idx I | 150.54B | 4.02 | 2.53 | 1.66 | ||
The Vanguard Target Retire 2035 Tr2 | 126.6B | 8.43 | 12.75 | 8.21 | ||
The Vanguard Target Retire 2035 Tr1 | 126.6B | 8.45 | 12.76 | 8.22 | ||
US9229065084 | 122.72B | 2.13 | 4.63 | 2.05 |
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