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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.15 | 4.07 | 0.92 |
Stocks | 39.35 | 39.35 | 0.00 |
Bonds | 57.44 | 57.47 | 0.03 |
Convertible | 0.03 | 0.03 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.52 | 16.67 |
Price to Book | 2.45 | 2.50 |
Price to Sales | 1.75 | 1.76 |
Price to Cash Flow | 11.10 | 10.47 |
Dividend Yield | 2.16 | 2.58 |
5 Years Earnings Growth | 11.09 | 10.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.01 | 18.61 |
Financial Services | 15.73 | 15.14 |
Industrials | 11.79 | 11.12 |
Healthcare | 11.04 | 12.50 |
Consumer Cyclical | 10.88 | 8.94 |
Communication Services | 6.99 | 6.15 |
Consumer Defensive | 6.08 | 7.37 |
Energy | 4.61 | 6.43 |
Basic Materials | 4.47 | 4.25 |
Real Estate | 2.92 | 6.88 |
Utilities | 2.47 | 3.90 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx Inv | - | 41.44 | - | - | |
Vanguard Total Stock Mkt Idx Inv | - | 23.78 | - | - | |
Vanguard Total Intl Bd II Idx Investor | - | 17.86 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 16.13 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
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