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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.88 | 4.63 | 0.75 |
Stocks | 37.77 | 37.77 | 0.00 |
Bonds | 58.30 | 58.33 | 0.03 |
Convertible | 0.03 | 0.03 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.98 | 17.48 |
Price to Book | 2.39 | 2.44 |
Price to Sales | 1.70 | 1.73 |
Price to Cash Flow | 10.86 | 10.04 |
Dividend Yield | 2.26 | 2.26 |
5 Years Earnings Growth | 11.10 | 10.97 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.98 | 19.87 |
Financial Services | 15.75 | 15.06 |
Industrials | 11.81 | 11.41 |
Healthcare | 11.04 | 12.60 |
Consumer Cyclical | 10.88 | 10.72 |
Communication Services | 6.98 | 6.58 |
Consumer Defensive | 6.08 | 6.83 |
Energy | 4.61 | 4.82 |
Basic Materials | 4.48 | 4.40 |
Real Estate | 2.92 | 4.67 |
Utilities | 2.47 | 3.08 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx Inv | - | 33.69 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 22.75 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 15.56 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 14.67 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Adm | - | 12.52 | - | - |
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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