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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.690 | 7.900 | 6.210 |
Stocks | 69.010 | 69.010 | 0.000 |
Bonds | 29.240 | 29.240 | 0.000 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.618 | 17.382 |
Price to Book | 2.481 | 2.569 |
Price to Sales | 1.764 | 1.795 |
Price to Cash Flow | 11.187 | 10.808 |
Dividend Yield | 2.144 | 2.098 |
5 Years Earnings Growth | 11.060 | 11.533 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.300 | 21.562 |
Financial Services | 15.530 | 15.038 |
Industrials | 11.660 | 11.535 |
Healthcare | 11.200 | 12.566 |
Consumer Cyclical | 11.100 | 10.942 |
Communication Services | 7.010 | 6.664 |
Consumer Defensive | 6.150 | 6.304 |
Energy | 4.420 | 4.555 |
Basic Materials | 4.310 | 4.293 |
Real Estate | 2.920 | 4.040 |
Utilities | 2.410 | 2.501 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 42.38 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 27.03 | - | - | |
Vanguard Total Bond Market II Idx I | - | 20.74 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 8.94 | - | - |
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 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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