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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.670 | 6.340 | 4.670 |
Stocks | 76.400 | 76.400 | 0.000 |
Bonds | 21.880 | 21.880 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.641 | 17.284 |
Price to Book | 2.487 | 2.524 |
Price to Sales | 1.768 | 1.748 |
Price to Cash Flow | 11.206 | 10.540 |
Dividend Yield | 2.139 | 2.168 |
5 Years Earnings Growth | 11.066 | 11.488 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.340 | 21.598 |
Financial Services | 15.510 | 14.895 |
Industrials | 11.640 | 11.592 |
Healthcare | 11.210 | 12.592 |
Consumer Cyclical | 11.100 | 11.022 |
Communication Services | 7.020 | 6.444 |
Consumer Defensive | 6.140 | 6.356 |
Energy | 4.420 | 4.597 |
Basic Materials | 4.300 | 4.334 |
Real Estate | 2.920 | 4.028 |
Utilities | 2.410 | 2.544 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 47.13 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 29.71 | - | - | |
Vanguard Total Bond Market II Idx I | - | 15.50 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 6.70 | - | - |
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 | 117.55B | 1.32 | 2.65 | 1.46 | ||
The Vanguard Target Retire 2035 Tr1 | 105.02B | 5.19 | 4.11 | 7.52 | ||
The Vanguard Target Retire 2035 Tr2 | 105.02B | 5.19 | 4.11 | 7.51 |
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