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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.310 | 3.390 | 2.080 |
Shares | 90.220 | 90.220 | 0.000 |
Bonds | 8.390 | 8.400 | 0.010 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.519 | 17.886 |
Price to Book | 2.572 | 2.616 |
Price to Sales | 1.924 | 1.898 |
Price to Cash Flow | 11.280 | 10.775 |
Dividend Yield | 2.163 | 2.217 |
5 Years Earnings Growth | 9.300 | 10.270 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.820 | 22.682 |
Financial Services | 17.650 | 16.547 |
Industrials | 11.860 | 11.501 |
Consumer Cyclical | 10.360 | 10.930 |
Healthcare | 9.030 | 11.255 |
Communication Services | 7.870 | 7.228 |
Consumer Defensive | 5.590 | 6.017 |
Basic Materials | 3.790 | 3.811 |
Energy | 3.670 | 3.908 |
Real Estate | 2.720 | 3.578 |
Utilities | 2.650 | 2.544 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 53.87 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 37.17 | - | - | |
Vanguard Total Bond Market II Idx I | - | 5.78 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 2.59 | - | - |
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 | ||
Vanguard Target Retire Trust Plus35 | 126.6B | 8.45 | 12.78 | 8.24 | ||
The Vanguard Target Retire 2035 Tr1 | 126.6B | 8.45 | 12.76 | 8.22 | ||
The Vanguard Target Retire 2035 Tr2 | 126.6B | 8.43 | 12.75 | 8.21 |
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