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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.66 | 7.30 | 5.64 |
Shares | 74.09 | 74.09 | 0.00 |
Bonds | 24.19 | 24.20 | 0.01 |
Convertible | 0.02 | 0.02 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.62 | 17.04 |
Price to Book | 2.36 | 2.54 |
Price to Sales | 1.76 | 1.85 |
Price to Cash Flow | 10.28 | 10.44 |
Dividend Yield | 2.30 | 2.21 |
5 Years Earnings Growth | 9.66 | 10.75 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.69 | 21.65 |
Financial Services | 17.87 | 16.39 |
Industrials | 11.41 | 11.36 |
Consumer Cyclical | 10.54 | 10.90 |
Healthcare | 10.28 | 11.64 |
Communication Services | 7.45 | 7.02 |
Consumer Defensive | 6.00 | 6.10 |
Energy | 4.21 | 4.17 |
Basic Materials | 3.95 | 3.93 |
Real Estate | 2.90 | 4.10 |
Utilities | 2.70 | 2.76 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 44.31 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 30.92 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 16.71 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 7.49 | - | - |
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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