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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.690 | 1.890 | 0.200 |
Stocks | 88.890 | 88.890 | 0.000 |
Bonds | 9.360 | 9.370 | 0.010 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.524 | 17.758 |
Price to Book | 2.456 | 2.696 |
Price to Sales | 1.749 | 1.886 |
Price to Cash Flow | 11.104 | 11.319 |
Dividend Yield | 2.155 | 1.992 |
5 Years Earnings Growth | 11.087 | 11.774 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.020 | 22.575 |
Financial Services | 15.730 | 14.948 |
Industrials | 11.790 | 11.502 |
Healthcare | 11.050 | 12.735 |
Consumer Cyclical | 10.880 | 11.062 |
Communication Services | 6.990 | 6.694 |
Consumer Defensive | 6.090 | 6.070 |
Energy | 4.610 | 4.438 |
Basic Materials | 4.470 | 4.296 |
Real Estate | 2.920 | 3.377 |
Utilities | 2.470 | 2.300 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 53.78 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 35.73 | - | - | |
Vanguard Total Bond Market II Idx I | - | 6.69 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 2.97 | - | - |
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 | ||
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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