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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.94 | 4.00 | 2.06 |
Shares | 89.55 | 89.55 | 0.00 |
Bonds | 8.44 | 8.45 | 0.01 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.56 | 17.89 |
Price to Book | 2.58 | 2.62 |
Price to Sales | 1.93 | 1.90 |
Price to Cash Flow | 11.31 | 10.77 |
Dividend Yield | 2.15 | 2.22 |
5 Years Earnings Growth | 9.30 | 10.27 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.90 | 22.68 |
Financial Services | 17.60 | 16.55 |
Industrials | 11.83 | 11.50 |
Consumer Cyclical | 10.36 | 10.93 |
Healthcare | 9.04 | 11.26 |
Communication Services | 7.90 | 7.23 |
Consumer Defensive | 5.58 | 6.02 |
Basic Materials | 3.76 | 3.81 |
Energy | 3.66 | 3.91 |
Real Estate | 2.72 | 3.58 |
Utilities | 2.64 | 2.54 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 53.87 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 37.15 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 5.82 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 2.60 | - | - |
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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