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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.230 | 6.820 | 5.590 |
Shares | 73.670 | 73.670 | 0.000 |
Bonds | 25.020 | 25.030 | 0.010 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.773 | 17.100 |
Price to Book | 2.404 | 2.552 |
Price to Sales | 1.801 | 1.861 |
Price to Cash Flow | 10.593 | 10.537 |
Dividend Yield | 2.232 | 2.198 |
5 Years Earnings Growth | 10.115 | 10.886 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.670 | 21.747 |
Financial Services | 17.880 | 16.317 |
Industrials | 11.330 | 11.352 |
Consumer Cyclical | 10.540 | 10.939 |
Healthcare | 10.280 | 11.607 |
Communication Services | 7.450 | 7.013 |
Consumer Defensive | 6.000 | 6.080 |
Energy | 4.200 | 4.153 |
Basic Materials | 3.960 | 3.936 |
Real Estate | 2.900 | 4.093 |
Utilities | 2.790 | 2.765 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 44.00 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 30.31 | - | - | |
Vanguard Total Bond Market II Idx I | - | 17.61 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 7.41 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 166.59B | 3.15 | 1.98 | 1.49 | ||
Vanguard Total Bond Market II Idx I | 151.68B | 3.13 | 1.91 | 1.42 | ||
US9229065084 | 123.27B | 1.41 | 4.43 | 1.98 | ||
Vanguard Target Retire Trust Plus35 | 116.03B | 0.98 | 7.83 | 7.31 | ||
The Vanguard Target Retire 2035 Tr1 | 116.03B | 0.98 | 7.82 | 7.30 |
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