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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.34 | 12.21 | 8.87 |
Shares | 60.49 | 60.49 | 0.00 |
Bonds | 36.11 | 36.17 | 0.06 |
Convertible | 0.02 | 0.02 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.82 | 17.64 |
Price to Book | 2.50 | 2.65 |
Price to Sales | 1.87 | 1.92 |
Price to Cash Flow | 10.95 | 10.94 |
Dividend Yield | 2.20 | 2.14 |
5 Years Earnings Growth | 9.19 | 10.33 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.87 | 21.77 |
Financial Services | 17.71 | 16.29 |
Industrials | 11.84 | 11.47 |
Consumer Cyclical | 10.60 | 10.68 |
Healthcare | 9.29 | 11.39 |
Communication Services | 7.79 | 7.10 |
Consumer Defensive | 5.94 | 6.32 |
Basic Materials | 3.82 | 3.84 |
Energy | 3.65 | 4.11 |
Real Estate | 2.80 | 4.19 |
Utilities | 2.69 | 2.87 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 36.41 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 26.44 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 24.98 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 11.52 | - | - |
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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