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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.330 | 8.590 | 6.260 |
Stocks | 68.610 | 68.610 | 0.000 |
Bonds | 29.010 | 29.040 | 0.030 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.126 | 17.479 |
Price to Book | 2.476 | 2.618 |
Price to Sales | 1.817 | 1.878 |
Price to Cash Flow | 11.217 | 11.113 |
Dividend Yield | 2.176 | 2.091 |
5 Years Earnings Growth | 11.698 | 11.733 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.790 | 22.163 |
Financial Services | 16.100 | 15.304 |
Healthcare | 11.330 | 12.352 |
Industrials | 11.310 | 11.320 |
Consumer Cyclical | 10.220 | 10.530 |
Communication Services | 7.020 | 6.875 |
Consumer Defensive | 6.060 | 6.164 |
Energy | 4.280 | 4.427 |
Basic Materials | 4.200 | 4.168 |
Real Estate | 2.970 | 4.047 |
Utilities | 2.720 | 2.651 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 41.61 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 27.43 | - | - | |
Vanguard Total Bond Market II Idx I | - | 21.12 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 9.07 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 158.82B | 4.51 | -1.39 | 1.80 | ||
Vanguard Total Bond Market II Idx I | 148.73B | 4.46 | -1.46 | 1.73 | ||
US9229065084 | 119.33B | 4.02 | 3.56 | 1.72 | ||
The Vanguard Target Retire 2035 Tr1 | 113.33B | 13.59 | 5.15 | 8.03 | ||
Vanguard Target Retire Trust Plus35 | 113.33B | 13.60 | 5.16 | 8.04 |
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