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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.20 | 9.78 | 8.58 |
Stocks | 59.75 | 59.75 | 0.00 |
Bonds | 38.98 | 39.02 | 0.04 |
Convertible | 0.03 | 0.03 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.78 | 18.78 |
Price to Book | 2.59 | 3.25 |
Price to Sales | 1.90 | 2.25 |
Price to Cash Flow | 11.64 | 12.62 |
Dividend Yield | 2.08 | 1.95 |
5 Years Earnings Growth | 10.15 | 10.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.14 | 24.18 |
Financial Services | 16.99 | 15.45 |
Consumer Cyclical | 11.33 | 10.22 |
Industrials | 11.10 | 10.20 |
Healthcare | 10.02 | 12.67 |
Communication Services | 7.89 | 7.59 |
Consumer Defensive | 5.54 | 5.94 |
Energy | 3.86 | 4.88 |
Basic Materials | 3.78 | 3.18 |
Real Estate | 2.76 | 4.26 |
Utilities | 2.59 | 3.21 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | - | 37.14 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 27.01 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 23.29 | - | - | |
Vanguard Total Intl Bd II Idx Investor | - | 11.90 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 407.95B | 1.12 | 11.49 | 12.30 | ||
Vanguard Total Intl Stock Index Inv | 209.79B | 5.17 | 4.34 | 4.95 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - |
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