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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.44 | 13.89 | 11.45 |
Shares | 35.83 | 35.83 | 0.00 |
Bonds | 61.69 | 61.73 | 0.04 |
Convertible | 0.01 | 0.01 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.82 | 17.96 |
Price to Book | 2.63 | 2.51 |
Price to Sales | 1.94 | 1.83 |
Price to Cash Flow | 11.49 | 10.26 |
Dividend Yield | 2.09 | 2.23 |
5 Years Earnings Growth | 9.47 | 10.39 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.04 | 20.20 |
Financial Services | 17.54 | 15.94 |
Industrials | 11.77 | 11.32 |
Consumer Cyclical | 10.37 | 10.67 |
Healthcare | 9.05 | 11.86 |
Communication Services | 7.92 | 7.11 |
Consumer Defensive | 5.58 | 6.69 |
Basic Materials | 3.73 | 4.10 |
Energy | 3.65 | 4.29 |
Real Estate | 2.72 | 4.73 |
Utilities | 2.63 | 3.13 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx Inv | - | 34.52 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 21.83 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 14.58 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 14.55 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Adm | - | 13.86 | - | - |
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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