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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.010 | 2.300 | 0.290 |
Shares | 82.940 | 82.940 | 0.000 |
Bonds | 15.000 | 15.010 | 0.010 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.985 | 17.338 |
Price to Book | 2.391 | 2.589 |
Price to Sales | 1.704 | 1.806 |
Price to Cash Flow | 10.866 | 10.869 |
Dividend Yield | 2.262 | 2.084 |
5 Years Earnings Growth | 11.098 | 11.479 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.990 | 22.219 |
Financial Services | 15.740 | 15.010 |
Industrials | 11.810 | 11.587 |
Healthcare | 11.040 | 12.500 |
Consumer Cyclical | 10.880 | 11.022 |
Communication Services | 6.980 | 6.704 |
Consumer Defensive | 6.080 | 6.216 |
Energy | 4.610 | 4.509 |
Basic Materials | 4.480 | 4.225 |
Real Estate | 2.920 | 3.578 |
Utilities | 2.470 | 2.429 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 50.02 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 33.50 | - | - | |
Vanguard Total Bond Market II Idx I | - | 10.70 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 4.78 | - | - |
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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