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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.510 | 14.170 | 12.660 |
Shares | 39.660 | 39.660 | 0.000 |
Bonds | 58.790 | 58.820 | 0.030 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.224 | 17.732 |
Price to Book | 2.659 | 2.721 |
Price to Sales | 2.010 | 1.965 |
Price to Cash Flow | 11.645 | 11.282 |
Dividend Yield | 2.072 | 2.433 |
5 Years Earnings Growth | 9.637 | 9.968 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.180 | 20.159 |
Financial Services | 17.570 | 16.300 |
Industrials | 11.640 | 10.596 |
Consumer Cyclical | 10.530 | 9.104 |
Healthcare | 8.830 | 11.640 |
Communication Services | 8.090 | 6.816 |
Consumer Defensive | 5.360 | 7.072 |
Basic Materials | 3.870 | 3.736 |
Energy | 3.680 | 5.701 |
Real Estate | 2.660 | 5.847 |
Utilities | 2.580 | 3.911 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard VIF Total Bond Mkt Idx | - | 42.04 | - | - | |
Vanguard VIF Equity Index | - | 21.10 | - | - | |
Vanguard Total Intl Bd Idx Admiral™ | - | 17.85 | - | - | |
Vanguard Total Intl Stock Index Admiral | - | 16.02 | - | - | |
Vanguard Extended Market Index Admiral | - | 2.98 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 845.14B | 14.35 | 24.10 | 14.68 | ||
Vanguard 500 Index Admiral | 626.03B | 14.80 | 24.88 | 15.26 | ||
Vanguard Total Stock Market Admiral | 447.18B | 14.33 | 24.07 | 14.66 | ||
Vanguard Total Intl Stock Index Inv | 246.07B | 26.39 | 20.70 | 8.25 | ||
Vanguard Institutional Idx Instl Pl | 203.01B | 14.81 | 24.91 | 15.29 |
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