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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.530 | 10.850 | 9.320 |
Shares | 48.790 | 48.790 | 0.000 |
Bonds | 49.600 | 49.630 | 0.030 |
Convertible | 0.040 | 0.040 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.779 | 17.167 |
Price to Book | 2.408 | 2.589 |
Price to Sales | 1.804 | 1.903 |
Price to Cash Flow | 10.622 | 10.836 |
Dividend Yield | 2.221 | 2.179 |
5 Years Earnings Growth | 10.086 | 10.931 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.400 | 21.856 |
Financial Services | 17.630 | 16.214 |
Industrials | 11.230 | 11.068 |
Consumer Cyclical | 10.870 | 10.496 |
Healthcare | 10.110 | 11.366 |
Communication Services | 7.620 | 7.178 |
Consumer Defensive | 5.800 | 6.029 |
Energy | 3.940 | 4.386 |
Basic Materials | 3.920 | 3.893 |
Real Estate | 2.840 | 4.613 |
Utilities | 2.630 | 2.903 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx Inv | - | 29.89 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 28.72 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 20.70 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 12.84 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Adm | - | 7.23 | - | - |
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 | 122.6B | 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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