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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.870 | 3.920 | 2.050 |
Shares | 89.610 | 89.610 | 0.000 |
Bonds | 8.450 | 8.460 | 0.010 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.564 | 17.662 |
Price to Book | 2.583 | 2.531 |
Price to Sales | 1.931 | 1.904 |
Price to Cash Flow | 11.309 | 10.929 |
Dividend Yield | 2.153 | 2.116 |
5 Years Earnings Growth | 9.303 | 10.361 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.910 | 22.863 |
Financial Services | 17.600 | 17.073 |
Industrials | 11.820 | 11.705 |
Consumer Cyclical | 10.370 | 10.925 |
Healthcare | 9.040 | 10.283 |
Communication Services | 7.900 | 7.750 |
Consumer Defensive | 5.580 | 5.978 |
Basic Materials | 3.760 | 3.850 |
Energy | 3.660 | 3.763 |
Real Estate | 2.720 | 3.073 |
Utilities | 2.640 | 2.733 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 53.94 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 37.14 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 5.84 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 2.59 | - | - |
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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