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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.91 | 3.15 | 0.24 |
Stocks | 60.88 | 60.88 | 0.00 |
Bonds | 36.08 | 37.06 | 0.98 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.07 | 17.80 |
Price to Book | 2.74 | 3.03 |
Price to Sales | 1.81 | 2.02 |
Price to Cash Flow | 11.06 | 11.66 |
Dividend Yield | 1.79 | 2.04 |
5 Years Earnings Growth | 11.22 | 11.14 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.85 | 22.75 |
Healthcare | 15.35 | 13.47 |
Financial Services | 13.59 | 14.95 |
Consumer Cyclical | 13.06 | 10.09 |
Industrials | 11.64 | 10.86 |
Communication Services | 7.29 | 7.15 |
Consumer Defensive | 4.36 | 6.31 |
Energy | 3.73 | 5.47 |
Basic Materials | 3.05 | 3.53 |
Real Estate | 1.70 | 3.59 |
Utilities | 1.37 | 3.03 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Windsor™ II Inv | - | 14.22 | - | - | |
Vanguard Long-Term Investment-Grade Inv | - | 12.69 | - | - | |
Vanguard GNMA Inv | - | 12.36 | - | - | |
Vanguard Short-Term Investment-Grade Inv | - | 12.13 | - | - | |
Vanguard US Growth Investor | - | 12.08 | - | - | |
Vanguard International Value Inv | - | 9.57 | - | - | |
Vanguard International Growth Inv | - | 9.39 | - | - | |
Vanguard Windsor Investor Shares | - | 7.75 | - | - | |
Vanguard PRIMECAP Inv | - | 6.09 | - | - | |
Vanguard Explorer Inv | - | 3.77 | - | - |
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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