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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.88 | 4.25 | 2.37 |
Shares | 87.90 | 87.90 | 0.00 |
Bonds | 10.15 | 10.15 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.77 | 17.49 |
Price to Book | 2.40 | 2.73 |
Price to Sales | 1.80 | 2.00 |
Price to Cash Flow | 10.59 | 11.17 |
Dividend Yield | 2.23 | 2.01 |
5 Years Earnings Growth | 10.12 | 11.07 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.67 | 23.24 |
Financial Services | 17.88 | 16.34 |
Industrials | 11.33 | 11.15 |
Consumer Cyclical | 10.54 | 11.11 |
Healthcare | 10.28 | 11.57 |
Communication Services | 7.45 | 7.41 |
Consumer Defensive | 6.00 | 5.71 |
Energy | 4.21 | 3.91 |
Basic Materials | 3.95 | 3.81 |
Real Estate | 2.90 | 3.22 |
Utilities | 2.79 | 2.51 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 52.48 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 36.78 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 7.09 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 3.06 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 166.59B | 2.81 | 0.56 | 1.42 | ||
Vanguard Total Bond Market II Idx I | 151.68B | 2.80 | 0.49 | 1.35 | ||
US9229065084 | 122.6B | 1.06 | 4.32 | 1.94 | ||
Vanguard Target Retire Trust Plus35 | 116.03B | 0.05 | 5.06 | 7.36 | ||
The Vanguard Target Retire 2035 Tr1 | 116.03B | 0.06 | 5.05 | 7.35 |
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