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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.010 | 12.070 | 10.060 |
Stocks | 39.010 | 39.010 | 0.000 |
Bonds | 58.930 | 58.940 | 0.010 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.501 | 17.510 |
Price to Book | 2.449 | 2.439 |
Price to Sales | 1.747 | 1.719 |
Price to Cash Flow | 11.090 | 10.006 |
Dividend Yield | 2.172 | 2.254 |
5 Years Earnings Growth | 11.031 | 10.983 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.060 | 19.813 |
Financial Services | 15.630 | 15.040 |
Industrials | 11.740 | 11.357 |
Healthcare | 11.150 | 12.661 |
Consumer Cyclical | 11.120 | 10.716 |
Communication Services | 6.970 | 6.546 |
Consumer Defensive | 6.170 | 6.895 |
Energy | 4.440 | 4.786 |
Basic Materials | 4.380 | 4.433 |
Real Estate | 2.920 | 4.690 |
Utilities | 2.420 | 3.091 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 33.13 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 23.39 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 15.85 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 14.48 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 12.44 | - | - |
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 | ||
Vanguard Target Retire Trust Plus35 | 105.02B | 5.19 | 4.12 | 7.53 | ||
The Vanguard Target Retire 2035 Tr1 | 105.02B | 5.19 | 4.11 | 7.52 |
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