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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.350 | 3.090 | 1.740 |
Shares | 88.870 | 88.870 | 0.000 |
Bonds | 9.730 | 9.740 | 0.010 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.220 | 17.513 |
Price to Book | 2.422 | 2.542 |
Price to Sales | 1.735 | 1.774 |
Price to Cash Flow | 11.159 | 10.699 |
Dividend Yield | 2.245 | 2.226 |
5 Years Earnings Growth | 11.333 | 11.426 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.540 | 22.283 |
Financial Services | 15.770 | 14.955 |
Industrials | 11.790 | 11.663 |
Healthcare | 10.990 | 12.493 |
Consumer Cyclical | 10.770 | 10.922 |
Communication Services | 7.130 | 6.602 |
Consumer Defensive | 6.210 | 6.110 |
Energy | 4.790 | 4.646 |
Basic Materials | 4.520 | 4.198 |
Real Estate | 2.840 | 3.732 |
Utilities | 2.640 | 2.394 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 53.60 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 35.86 | - | - | |
Vanguard Total Bond Market II Idx I | - | 6.66 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 2.99 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 149.53B | -1.55 | -3.06 | 1.22 | ||
Vanguard Total Bond Market II Idx I | 141.27B | -1.57 | -3.13 | 1.15 | ||
US9229065084 | 118.33B | 2.22 | 2.96 | 1.55 | ||
Vanguard Target Retire Trust Plus35 | 106.5B | 5.45 | 2.69 | 7.30 | ||
The Vanguard Target Retire 2035 Tr1 | 106.5B | 5.44 | 2.68 | 7.29 |
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