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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.580 | 3.190 | 0.610 |
Shares | 60.750 | 60.750 | 0.000 |
Bonds | 36.620 | 36.640 | 0.020 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.961 | 17.205 |
Price to Book | 2.384 | 2.553 |
Price to Sales | 1.701 | 1.776 |
Price to Cash Flow | 10.847 | 10.639 |
Dividend Yield | 2.268 | 2.135 |
5 Years Earnings Growth | 11.094 | 11.388 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.930 | 21.240 |
Financial Services | 15.760 | 14.787 |
Industrials | 11.830 | 11.646 |
Healthcare | 11.030 | 12.526 |
Consumer Cyclical | 10.880 | 10.856 |
Communication Services | 6.970 | 6.474 |
Consumer Defensive | 6.090 | 6.488 |
Energy | 4.620 | 4.774 |
Basic Materials | 4.500 | 4.395 |
Real Estate | 2.920 | 4.227 |
Utilities | 2.470 | 2.645 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 36.43 | - | - | |
Vanguard Total Bond Market II Idx I | - | 26.36 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 24.75 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 11.44 | - | - |
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 | 117.55B | 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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