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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.29 | 9.80 | 8.51 |
Shares | 59.51 | 59.51 | 0.00 |
Bonds | 39.13 | 39.15 | 0.02 |
Convertible | 0.03 | 0.03 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.66 | 17.41 |
Price to Book | 2.54 | 2.65 |
Price to Sales | 1.88 | 1.91 |
Price to Cash Flow | 11.29 | 11.03 |
Dividend Yield | 2.12 | 2.11 |
5 Years Earnings Growth | 10.60 | 11.05 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.87 | 21.96 |
Financial Services | 17.41 | 15.89 |
Industrials | 11.06 | 11.29 |
Consumer Cyclical | 10.86 | 10.85 |
Healthcare | 10.17 | 11.67 |
Communication Services | 7.70 | 7.07 |
Consumer Defensive | 5.78 | 6.12 |
Energy | 3.91 | 4.19 |
Basic Materials | 3.78 | 3.90 |
Real Estate | 2.84 | 4.20 |
Utilities | 2.62 | 2.88 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 36.69 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 27.50 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 23.55 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 11.70 | - | - |
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 | 122.63B | 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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