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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.11 | 9.88 | 7.77 |
Stocks | 61.24 | 61.24 | 0.00 |
Bonds | 36.59 | 36.60 | 0.01 |
Convertible | 0.02 | 0.02 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.56 | 17.18 |
Price to Book | 2.47 | 2.55 |
Price to Sales | 1.76 | 1.76 |
Price to Cash Flow | 11.14 | 10.60 |
Dividend Yield | 2.16 | 2.14 |
5 Years Earnings Growth | 11.04 | 11.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.19 | 21.19 |
Financial Services | 15.58 | 14.80 |
Industrials | 11.69 | 11.61 |
Healthcare | 11.17 | 12.56 |
Consumer Cyclical | 11.11 | 10.88 |
Communication Services | 6.99 | 6.46 |
Consumer Defensive | 6.15 | 6.51 |
Energy | 4.43 | 4.73 |
Basic Materials | 4.35 | 4.40 |
Real Estate | 2.92 | 4.26 |
Utilities | 2.42 | 2.65 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 37.18 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 25.94 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 24.81 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 11.20 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 145.08B | -0.80 | -2.42 | 1.48 | ||
Vanguard Total Bond Market II Idx I | 138.79B | -0.82 | -2.49 | 1.41 | ||
US9229065084 | 116.54B | 1.32 | 2.65 | 1.46 | ||
The Vanguard Target Retire 2035 Tr2 | 105.02B | 5.19 | 4.11 | 7.51 | ||
Vanguard Target Retire Trust Plus35 | 105.02B | 5.19 | 4.12 | 7.53 |
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