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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.11 | 6.10 | 3.99 |
Stocks | 79.19 | 79.19 | 0.00 |
Bonds | 18.64 | 18.64 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.60 | 17.31 |
Price to Book | 2.48 | 2.66 |
Price to Sales | 1.76 | 1.79 |
Price to Cash Flow | 11.17 | 10.83 |
Dividend Yield | 2.15 | 2.11 |
5 Years Earnings Growth | 11.05 | 11.36 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.26 | 20.54 |
Financial Services | 15.55 | 15.22 |
Industrials | 11.67 | 11.68 |
Healthcare | 11.19 | 12.75 |
Consumer Cyclical | 11.11 | 10.05 |
Communication Services | 7.01 | 7.06 |
Consumer Defensive | 6.15 | 6.76 |
Energy | 4.43 | 5.64 |
Basic Materials | 4.32 | 3.98 |
Real Estate | 2.92 | 4.40 |
Utilities | 2.41 | 2.96 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | - | 48.43 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 31.73 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 13.17 | - | - | |
Vanguard Total Intl Bd II Idx Investor | - | 5.75 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 4.34 | 1.83 | 4.38 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
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