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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.100 | 3.930 | 0.830 |
Stocks | 29.680 | 29.680 | 0.000 |
Bonds | 67.170 | 67.200 | 0.030 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.478 | 16.618 |
Price to Book | 2.443 | 2.327 |
Price to Sales | 1.742 | 1.644 |
Price to Cash Flow | 11.065 | 9.860 |
Dividend Yield | 2.165 | 2.611 |
5 Years Earnings Growth | 11.076 | 10.685 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.930 | 21.115 |
Financial Services | 15.770 | 15.182 |
Industrials | 11.820 | 11.308 |
Healthcare | 11.030 | 11.872 |
Consumer Cyclical | 10.890 | 10.793 |
Communication Services | 6.970 | 6.656 |
Consumer Defensive | 6.090 | 6.249 |
Energy | 4.620 | 4.652 |
Basic Materials | 4.500 | 4.350 |
Real Estate | 2.920 | 4.963 |
Utilities | 2.470 | 2.860 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 36.76 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 17.78 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 16.57 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 16.04 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 12.10 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retirement Income I | 35.14B | -0.15 | -0.07 | 3.84 | ||
The Vanguard Target Retire Inc Trus | 22.23B | -0.11 | -0.05 | 3.90 | ||
Vanguard Target Retire Trust Plus I | 22.23B | -0.10 | -0.04 | 3.91 | ||
Vanguard Market Neutral Inv | 482.43M | 6.54 | 16.12 | 3.38 | ||
US92203J8606 | 44.63M | -1.53 | -2.01 | - |
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