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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.12 | 13.65 | 11.53 |
Stocks | 28.74 | 28.74 | 0.00 |
Bonds | 69.07 | 69.13 | 0.06 |
Convertible | 0.04 | 0.04 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.52 | 17.03 |
Price to Book | 2.50 | 2.45 |
Price to Sales | 1.86 | 1.83 |
Price to Cash Flow | 11.14 | 10.54 |
Dividend Yield | 2.14 | 2.54 |
5 Years Earnings Growth | 10.56 | 10.39 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.74 | 22.02 |
Financial Services | 17.17 | 16.11 |
Consumer Cyclical | 11.33 | 10.58 |
Industrials | 11.26 | 11.07 |
Healthcare | 9.97 | 11.17 |
Communication Services | 7.80 | 7.14 |
Consumer Defensive | 5.57 | 5.82 |
Basic Materials | 3.90 | 3.90 |
Energy | 3.90 | 4.15 |
Real Estate | 2.76 | 5.00 |
Utilities | 2.60 | 3.05 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx Inv | - | 37.33 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 17.19 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Adm | - | 17.01 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 15.90 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 11.90 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire Inc Trus | 22.1B | 2.32 | 3.10 | 4.28 | ||
The Vanguard Target Retire Incm Tru | 22.1B | 2.31 | 3.08 | 4.27 | ||
Vanguard Target Retire Trust Plus I | 22.1B | 2.32 | 3.10 | 4.29 | ||
Vanguard Market Neutral Inv | 375.45M | 0.83 | 9.21 | 3.42 | ||
US92203J8606 | 48.24M | 2.33 | 1.59 | - |
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