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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.380 | 5.100 | 3.720 |
Shares | 82.650 | 82.650 | 0.000 |
Bonds | 15.910 | 15.920 | 0.010 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.791 | 18.028 |
Price to Book | 2.626 | 2.708 |
Price to Sales | 1.940 | 1.966 |
Price to Cash Flow | 11.466 | 11.147 |
Dividend Yield | 2.092 | 2.065 |
5 Years Earnings Growth | 9.470 | 10.261 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.980 | 23.036 |
Financial Services | 17.570 | 16.518 |
Industrials | 11.800 | 11.493 |
Consumer Cyclical | 10.360 | 10.860 |
Healthcare | 9.040 | 11.082 |
Communication Services | 7.900 | 7.416 |
Consumer Defensive | 5.580 | 6.013 |
Basic Materials | 3.750 | 3.734 |
Energy | 3.650 | 3.869 |
Real Estate | 2.720 | 3.379 |
Utilities | 2.640 | 2.599 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 50.08 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 33.33 | - | - | |
Vanguard Total Bond Market II Idx I | - | 11.19 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 4.66 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 171.03B | 3.76 | 1.71 | 1.62 | ||
Vanguard Total Bond Market II Idx I | 153.93B | 3.71 | 1.64 | 1.55 | ||
Vanguard Target Retire Trust Plus35 | 127.95B | 9.12 | 10.89 | 8.21 | ||
The Vanguard Target Retire 2035 Tr1 | 127.95B | 9.12 | 10.88 | 8.20 | ||
The Vanguard Target Retire 2035 Tr2 | 127.95B | 9.11 | 10.88 | 8.19 |
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