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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.180 | 3.820 | 0.640 |
Shares | 51.790 | 51.790 | 0.000 |
Bonds | 44.980 | 45.000 | 0.020 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.533 | 16.991 |
Price to Book | 2.458 | 2.515 |
Price to Sales | 1.751 | 1.757 |
Price to Cash Flow | 11.110 | 10.542 |
Dividend Yield | 2.153 | 2.201 |
5 Years Earnings Growth | 11.091 | 11.306 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.040 | 20.947 |
Financial Services | 15.720 | 15.034 |
Industrials | 11.780 | 11.449 |
Healthcare | 11.050 | 12.235 |
Consumer Cyclical | 10.880 | 10.572 |
Communication Services | 6.990 | 6.538 |
Consumer Defensive | 6.080 | 6.488 |
Energy | 4.610 | 4.966 |
Basic Materials | 4.460 | 4.425 |
Real Estate | 2.920 | 4.646 |
Utilities | 2.470 | 2.698 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 31.40 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 28.35 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 21.13 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 12.30 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Adm | - | 5.80 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 145.08B | -3.13 | -3.47 | 1.16 | ||
Vanguard Total Bond Market II Idx I | 138.79B | -3.15 | -3.54 | 1.09 | ||
US9229065084 | 117.65B | 1.76 | 2.80 | 1.50 | ||
Vanguard Target Retire Trust Plus35 | 105.02B | 1.94 | 1.93 | 7.14 | ||
The Vanguard Target Retire 2035 Tr1 | 105.02B | 1.93 | 1.92 | 7.13 |
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