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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.55 | 8.78 | 7.23 |
Shares | 65.87 | 65.87 | 0.00 |
Bonds | 32.51 | 32.52 | 0.01 |
Convertible | 0.03 | 0.03 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.80 | 17.34 |
Price to Book | 2.41 | 2.63 |
Price to Sales | 1.81 | 1.92 |
Price to Cash Flow | 10.61 | 10.90 |
Dividend Yield | 2.23 | 2.09 |
5 Years Earnings Growth | 10.12 | 11.00 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.73 | 22.23 |
Financial Services | 17.84 | 16.35 |
Industrials | 11.30 | 11.17 |
Consumer Cyclical | 10.54 | 10.85 |
Healthcare | 10.29 | 11.59 |
Communication Services | 7.46 | 7.27 |
Consumer Defensive | 6.00 | 5.96 |
Energy | 4.20 | 4.13 |
Basic Materials | 3.94 | 3.83 |
Real Estate | 2.90 | 3.88 |
Utilities | 2.79 | 2.73 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 39.58 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 27.30 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 22.93 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 9.58 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 160.55B | 2.81 | 0.56 | 1.42 | ||
Vanguard Total Bond Market II Idx I | 145.33B | 2.80 | 0.49 | 1.35 | ||
US9229065084 | 122.68B | 1.06 | 4.32 | 1.94 | ||
The Vanguard Target Retire 2035 Tr1 | 117.72B | 0.06 | 5.05 | 7.35 | ||
The Vanguard Target Retire 2035 Tr2 | 117.72B | 0.04 | 5.03 | 7.34 |
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