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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.59 | 12.67 | 11.08 |
Shares | 34.91 | 34.91 | 0.00 |
Bonds | 63.43 | 63.45 | 0.02 |
Convertible | 0.04 | 0.04 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.68 | 17.58 |
Price to Book | 2.38 | 2.48 |
Price to Sales | 1.79 | 1.82 |
Price to Cash Flow | 10.52 | 10.15 |
Dividend Yield | 2.25 | 2.23 |
5 Years Earnings Growth | 10.11 | 10.70 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.47 | 20.20 |
Financial Services | 17.98 | 15.86 |
Industrials | 11.41 | 11.12 |
Consumer Cyclical | 10.55 | 10.80 |
Healthcare | 10.24 | 12.02 |
Communication Services | 7.42 | 7.01 |
Consumer Defensive | 6.01 | 6.62 |
Energy | 4.22 | 4.35 |
Basic Materials | 4.01 | 4.10 |
Real Estate | 2.90 | 4.77 |
Utilities | 2.80 | 3.19 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx Inv | - | 35.08 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 20.42 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 15.05 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 14.74 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Adm | - | 14.14 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 166.59B | 2.81 | 0.56 | 1.42 | ||
Vanguard Total Bond Market II Idx I | 151.68B | 2.80 | 0.49 | 1.35 | ||
US9229065084 | 122.68B | 1.06 | 4.32 | 1.94 | ||
Vanguard Target Retire Trust Plus35 | 116.03B | 0.05 | 5.06 | 7.36 | ||
The Vanguard Target Retire 2035 Tr1 | 116.03B | 0.06 | 5.05 | 7.35 |
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