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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.15 | 15.17 | 11.02 |
Shares | 36.84 | 36.84 | 0.00 |
Bonds | 58.96 | 59.03 | 0.07 |
Convertible | 0.02 | 0.02 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.47 | 17.87 |
Price to Book | 2.57 | 2.50 |
Price to Sales | 1.91 | 1.83 |
Price to Cash Flow | 11.27 | 10.21 |
Dividend Yield | 2.18 | 2.23 |
5 Years Earnings Growth | 9.31 | 10.36 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.90 | 20.05 |
Financial Services | 17.70 | 15.99 |
Industrials | 11.83 | 11.31 |
Consumer Cyclical | 10.61 | 10.68 |
Healthcare | 9.29 | 11.92 |
Communication Services | 7.78 | 7.06 |
Consumer Defensive | 5.94 | 6.73 |
Basic Materials | 3.81 | 4.10 |
Energy | 3.65 | 4.29 |
Real Estate | 2.80 | 4.75 |
Utilities | 2.69 | 3.15 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx Inv | - | 34.13 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 22.22 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 15.17 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 14.30 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Adm | - | 13.57 | - | - |
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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