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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.83 | 8.46 | 7.63 |
Stocks | 60.31 | 60.31 | 0.00 |
Bonds | 38.80 | 38.85 | 0.05 |
Convertible | 0.03 | 0.03 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.93 | 17.15 |
Price to Book | 2.49 | 2.64 |
Price to Sales | 1.83 | 1.90 |
Price to Cash Flow | 11.24 | 11.17 |
Dividend Yield | 2.17 | 2.10 |
5 Years Earnings Growth | 11.37 | 11.62 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.91 | 22.11 |
Financial Services | 16.37 | 15.27 |
Industrials | 11.30 | 11.37 |
Healthcare | 10.60 | 12.08 |
Consumer Cyclical | 10.56 | 10.55 |
Communication Services | 7.34 | 6.81 |
Consumer Defensive | 5.88 | 6.24 |
Basic Materials | 4.19 | 4.11 |
Energy | 4.08 | 4.33 |
Real Estate | 2.97 | 4.25 |
Utilities | 2.79 | 2.91 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 36.85 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 27.04 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 24.02 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 11.55 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 161.9B | 3.02 | -1.96 | 1.48 | ||
Vanguard Total Bond Market II Idx I | 150.59B | 2.96 | -2.03 | 1.41 | ||
US9229065084 | 119.36B | 4.84 | 3.83 | 1.80 | ||
Vanguard Target Retire Trust Plus35 | 116.55B | 14.47 | 4.79 | 7.78 | ||
The Vanguard Target Retire 2035 Tr1 | 116.55B | 14.46 | 4.78 | 7.76 |
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