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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.32 | 5.19 | 3.87 |
Stocks | 79.33 | 79.33 | 0.00 |
Bonds | 19.28 | 19.31 | 0.03 |
Convertible | 0.02 | 0.02 | 0.00 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.94 | 17.42 |
Price to Book | 2.49 | 2.76 |
Price to Sales | 1.83 | 1.92 |
Price to Cash Flow | 11.25 | 11.35 |
Dividend Yield | 2.17 | 2.06 |
5 Years Earnings Growth | 11.37 | 11.50 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.93 | 21.25 |
Financial Services | 16.37 | 15.50 |
Industrials | 11.30 | 11.60 |
Healthcare | 10.61 | 12.06 |
Consumer Cyclical | 10.56 | 9.81 |
Communication Services | 7.34 | 7.24 |
Consumer Defensive | 5.87 | 6.75 |
Basic Materials | 4.19 | 3.84 |
Energy | 4.08 | 5.47 |
Real Estate | 2.96 | 4.39 |
Utilities | 2.79 | 3.22 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | - | 48.56 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 31.50 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 13.32 | - | - | |
Vanguard Total Intl Bd II Idx Investor | - | 5.87 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 27.63 | 10.36 | - | ||
Vanguard 500 Index Admiral | 577.55B | 28.02 | 11.39 | 13.31 | ||
Vanguard Total Stock Market Admiral | 421.1B | 27.60 | 10.34 | 12.84 | ||
Vanguard Total Intl Stock Index Inv | 206B | 7.87 | 2.85 | 4.88 | ||
Vanguard 500 Index Institutional Se | 204.82B | 28.06 | 11.42 | - |
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