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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.040 | 3.690 | 0.650 |
Shares | 51.470 | 51.470 | 0.000 |
Bonds | 45.440 | 45.460 | 0.020 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.966 | 16.958 |
Price to Book | 2.385 | 2.510 |
Price to Sales | 1.701 | 1.757 |
Price to Cash Flow | 10.851 | 10.538 |
Dividend Yield | 2.267 | 2.216 |
5 Years Earnings Growth | 11.095 | 11.277 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.940 | 21.056 |
Financial Services | 15.760 | 15.064 |
Industrials | 11.820 | 11.515 |
Healthcare | 11.030 | 12.160 |
Consumer Cyclical | 10.880 | 10.561 |
Communication Services | 6.970 | 6.573 |
Consumer Defensive | 6.090 | 6.436 |
Energy | 4.620 | 4.944 |
Basic Materials | 4.490 | 4.379 |
Real Estate | 2.920 | 4.618 |
Utilities | 2.470 | 2.694 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 30.90 | - | - | |
Vanguard Total Bond Market II Idx I | - | 28.63 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 20.93 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 12.44 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 6.18 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 143.22B | -3.13 | -3.47 | 1.16 | ||
Vanguard Total Bond Market II Idx I | 135.87B | -3.15 | -3.54 | 1.09 | ||
US9229065084 | 117.48B | 1.76 | 2.80 | 1.50 | ||
Vanguard Target Retire Trust Plus35 | 102.44B | 1.94 | 1.93 | 7.14 | ||
The Vanguard Target Retire 2035 Tr1 | 102.44B | 1.93 | 1.92 | 7.13 |
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