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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.85 | 14.22 | 11.37 |
Shares | 29.31 | 29.31 | 0.00 |
Bonds | 67.79 | 67.84 | 0.05 |
Convertible | 0.04 | 0.04 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.83 | 16.81 |
Price to Book | 2.46 | 2.40 |
Price to Sales | 1.79 | 1.74 |
Price to Cash Flow | 11.16 | 10.34 |
Dividend Yield | 2.20 | 2.59 |
5 Years Earnings Growth | 11.32 | 10.87 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.65 | 21.66 |
Financial Services | 16.03 | 15.46 |
Industrials | 11.38 | 11.12 |
Healthcare | 10.86 | 11.86 |
Consumer Cyclical | 10.70 | 10.43 |
Communication Services | 7.16 | 6.77 |
Consumer Defensive | 6.01 | 6.08 |
Basic Materials | 4.34 | 4.25 |
Energy | 4.03 | 4.46 |
Real Estate | 3.05 | 4.96 |
Utilities | 2.81 | 2.96 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx Inv | - | 36.49 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 17.66 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Adm | - | 17.10 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 16.15 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 11.91 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire Inc Trus | 22.43B | 6.37 | 1.09 | 4.26 | ||
The Vanguard Target Retire Incm Tru | 22.43B | 6.37 | 1.08 | 4.25 | ||
Vanguard Target Retire Trust Plus I | 22.43B | 6.37 | 1.10 | 4.27 | ||
Vanguard Market Neutral Inv | 438.14M | 7.45 | 14.44 | 3.45 | ||
US92203J8606 | 45.56M | 3.97 | -0.69 | - |
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