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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.510 | 4.760 | 3.250 |
Stocks | 83.480 | 83.480 | 0.000 |
Bonds | 14.960 | 14.960 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.601 | 17.329 |
Price to Book | 2.476 | 2.584 |
Price to Sales | 1.762 | 1.794 |
Price to Cash Flow | 11.173 | 10.817 |
Dividend Yield | 2.148 | 2.080 |
5 Years Earnings Growth | 11.056 | 11.523 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.260 | 22.153 |
Financial Services | 15.540 | 14.992 |
Industrials | 11.670 | 11.467 |
Healthcare | 11.190 | 12.616 |
Consumer Cyclical | 11.110 | 11.041 |
Communication Services | 7.010 | 6.644 |
Consumer Defensive | 6.150 | 6.280 |
Energy | 4.420 | 4.506 |
Basic Materials | 4.320 | 4.246 |
Real Estate | 2.920 | 3.607 |
Utilities | 2.410 | 2.450 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 51.09 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 32.87 | - | - | |
Vanguard Total Bond Market II Idx I | - | 10.53 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 4.65 | - | - |
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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