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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.260 | 2.750 | 0.490 |
Stocks | 68.930 | 68.930 | 0.000 |
Bonds | 28.740 | 28.760 | 0.020 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.601 | 17.395 |
Price to Book | 2.477 | 2.574 |
Price to Sales | 1.761 | 1.798 |
Price to Cash Flow | 11.168 | 10.809 |
Dividend Yield | 2.137 | 2.092 |
5 Years Earnings Growth | 11.106 | 11.536 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.170 | 21.637 |
Financial Services | 15.660 | 15.014 |
Industrials | 11.740 | 11.534 |
Healthcare | 11.080 | 12.563 |
Consumer Cyclical | 10.870 | 10.929 |
Communication Services | 7.020 | 6.667 |
Consumer Defensive | 6.080 | 6.291 |
Energy | 4.600 | 4.570 |
Basic Materials | 4.420 | 4.279 |
Real Estate | 2.920 | 4.013 |
Utilities | 2.460 | 2.502 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 42.38 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 27.03 | - | - | |
Vanguard Total Bond Market II Idx I | - | 20.74 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 8.94 | - | - |
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 | 116.54B | 1.76 | 2.80 | 1.50 | ||
Vanguard Target Retire Trust Plus35 | 105.02B | 1.94 | 1.93 | 7.14 | ||
The Vanguard Target Retire 2035 Tr2 | 105.02B | 1.92 | 1.91 | 7.11 |
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