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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.39 | 13.49 | 11.10 |
Shares | 35.98 | 35.98 | 0.00 |
Bonds | 61.57 | 61.59 | 0.02 |
Convertible | 0.04 | 0.04 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.55 | 17.50 |
Price to Book | 2.34 | 2.47 |
Price to Sales | 1.75 | 1.81 |
Price to Cash Flow | 10.24 | 10.06 |
Dividend Yield | 2.31 | 2.25 |
5 Years Earnings Growth | 9.66 | 10.58 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.54 | 19.99 |
Financial Services | 17.94 | 15.99 |
Industrials | 11.47 | 11.11 |
Consumer Cyclical | 10.54 | 10.75 |
Healthcare | 10.26 | 12.06 |
Communication Services | 7.43 | 7.00 |
Consumer Defensive | 6.01 | 6.66 |
Energy | 4.22 | 4.38 |
Basic Materials | 3.99 | 4.11 |
Real Estate | 2.91 | 4.77 |
Utilities | 2.70 | 3.21 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx Inv | - | 33.87 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 21.19 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 15.35 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 14.85 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Adm | - | 14.11 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 160.55B | 3.15 | 1.98 | 1.49 | ||
Vanguard Total Bond Market II Idx I | 145.33B | 3.13 | 1.91 | 1.42 | ||
US9229065084 | 123B | 1.41 | 4.43 | 1.98 | ||
The Vanguard Target Retire 2035 Tr1 | 117.72B | 0.98 | 7.82 | 7.30 | ||
The Vanguard Target Retire 2035 Tr2 | 117.72B | 0.96 | 7.81 | 7.28 |
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