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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.460 | 3.510 | 2.050 |
Shares | 90.200 | 90.200 | 0.000 |
Bonds | 8.280 | 8.290 | 0.010 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.777 | 18.038 |
Price to Book | 2.622 | 2.634 |
Price to Sales | 1.938 | 1.912 |
Price to Cash Flow | 11.456 | 10.849 |
Dividend Yield | 2.095 | 2.202 |
5 Years Earnings Growth | 9.469 | 10.309 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.950 | 22.931 |
Financial Services | 17.580 | 16.485 |
Industrials | 11.810 | 11.522 |
Consumer Cyclical | 10.360 | 10.901 |
Healthcare | 9.040 | 11.137 |
Communication Services | 7.900 | 7.295 |
Consumer Defensive | 5.590 | 5.948 |
Basic Materials | 3.750 | 3.795 |
Energy | 3.660 | 3.906 |
Real Estate | 2.720 | 3.557 |
Utilities | 2.640 | 2.521 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 54.49 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 36.52 | - | - | |
Vanguard Total Bond Market II Idx I | - | 5.70 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 2.56 | - | - |
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 | ||
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 | ||
Vanguard Target Retire Trust Plus35 | 127.95B | 9.12 | 10.89 | 8.21 |
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