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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.54 | 8.80 | 7.26 |
Shares | 67.02 | 67.02 | 0.00 |
Bonds | 31.37 | 31.38 | 0.01 |
Convertible | 0.03 | 0.03 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.62 | 17.19 |
Price to Book | 2.36 | 2.61 |
Price to Sales | 1.76 | 1.90 |
Price to Cash Flow | 10.29 | 10.74 |
Dividend Yield | 2.30 | 2.11 |
5 Years Earnings Growth | 9.66 | 10.81 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.71 | 21.99 |
Financial Services | 17.86 | 16.46 |
Industrials | 11.41 | 11.18 |
Consumer Cyclical | 10.54 | 10.78 |
Healthcare | 10.29 | 11.68 |
Communication Services | 7.46 | 7.23 |
Consumer Defensive | 6.00 | 6.03 |
Energy | 4.21 | 4.18 |
Basic Materials | 3.95 | 3.83 |
Real Estate | 2.90 | 3.90 |
Utilities | 2.70 | 2.74 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 40.15 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 27.90 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 21.73 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 9.66 | - | - |
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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