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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.490 | 3.710 | 2.220 |
Stocks | 88.600 | 88.600 | 0.000 |
Bonds | 9.850 | 9.860 | 0.010 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.828 | 16.989 |
Price to Book | 2.460 | 2.513 |
Price to Sales | 1.794 | 1.856 |
Price to Cash Flow | 11.162 | 11.154 |
Dividend Yield | 2.200 | 2.089 |
5 Years Earnings Growth | 11.353 | 11.874 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.650 | 22.903 |
Financial Services | 16.020 | 15.753 |
Industrials | 11.380 | 11.433 |
Healthcare | 10.860 | 11.270 |
Consumer Cyclical | 10.700 | 11.078 |
Communication Services | 7.160 | 7.200 |
Consumer Defensive | 6.010 | 6.148 |
Basic Materials | 4.340 | 4.283 |
Energy | 4.030 | 3.910 |
Real Estate | 3.050 | 3.240 |
Utilities | 2.810 | 2.788 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 53.39 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 35.97 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 6.79 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 3.05 | - | - |
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 | 119.42B | 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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