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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.120 | 2.500 | 0.380 |
Shares | 76.310 | 76.310 | 0.000 |
Bonds | 21.510 | 21.520 | 0.010 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.623 | 17.305 |
Price to Book | 2.483 | 2.526 |
Price to Sales | 1.764 | 1.758 |
Price to Cash Flow | 11.186 | 10.580 |
Dividend Yield | 2.132 | 2.166 |
5 Years Earnings Growth | 11.112 | 11.462 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.210 | 21.576 |
Financial Services | 15.640 | 14.900 |
Industrials | 11.720 | 11.638 |
Healthcare | 11.090 | 12.564 |
Consumer Cyclical | 10.870 | 11.003 |
Communication Services | 7.030 | 6.460 |
Consumer Defensive | 6.070 | 6.343 |
Energy | 4.590 | 4.631 |
Basic Materials | 4.400 | 4.345 |
Real Estate | 2.920 | 4.007 |
Utilities | 2.460 | 2.535 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 47.13 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 29.71 | - | - | |
Vanguard Total Bond Market II Idx I | - | 15.50 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 6.70 | - | - |
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 | 117.57B | 1.76 | 2.80 | 1.50 | ||
The Vanguard Target Retire 2035 Tr1 | 102.44B | 1.93 | 1.92 | 7.13 | ||
The Vanguard Target Retire 2035 Tr2 | 102.44B | 1.92 | 1.91 | 7.11 |
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