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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.79 | 3.28 | 0.49 |
Stocks | 67.95 | 67.95 | 0.00 |
Bonds | 29.20 | 29.22 | 0.02 |
Convertible | 0.02 | 0.02 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.04 | 17.34 |
Price to Book | 2.41 | 2.57 |
Price to Sales | 1.71 | 1.81 |
Price to Cash Flow | 10.91 | 10.84 |
Dividend Yield | 2.25 | 2.11 |
5 Years Earnings Growth | 11.11 | 11.48 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.11 | 21.67 |
Financial Services | 15.69 | 15.04 |
Industrials | 11.76 | 11.64 |
Healthcare | 11.07 | 12.46 |
Consumer Cyclical | 10.87 | 10.88 |
Communication Services | 7.01 | 6.75 |
Consumer Defensive | 6.07 | 6.22 |
Energy | 4.60 | 4.62 |
Basic Materials | 4.43 | 4.25 |
Real Estate | 2.92 | 3.97 |
Utilities | 2.46 | 2.49 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 41.53 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 27.38 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 21.00 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 9.15 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 147.63B | -1.55 | -3.06 | 1.22 | ||
Vanguard Total Bond Market II Idx I | 139.73B | -1.57 | -3.13 | 1.15 | ||
US9229065084 | 117.81B | 2.22 | 2.96 | 1.55 | ||
Vanguard Target Retire Trust Plus35 | 106.5B | 5.45 | 2.69 | 7.30 | ||
The Vanguard Target Retire 2035 Tr1 | 106.5B | 5.44 | 2.68 | 7.29 |
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