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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.970 | 12.000 | 10.030 |
Stocks | 39.310 | 39.310 | 0.000 |
Bonds | 58.670 | 58.680 | 0.010 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.923 | 17.274 |
Price to Book | 2.367 | 2.413 |
Price to Sales | 1.639 | 1.679 |
Price to Cash Flow | 10.609 | 9.818 |
Dividend Yield | 2.232 | 2.278 |
5 Years Earnings Growth | 11.043 | 10.862 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.040 | 19.589 |
Financial Services | 15.640 | 14.973 |
Industrials | 11.750 | 11.332 |
Healthcare | 11.140 | 12.779 |
Consumer Cyclical | 11.120 | 10.732 |
Communication Services | 6.960 | 6.556 |
Consumer Defensive | 6.170 | 6.977 |
Energy | 4.450 | 4.868 |
Basic Materials | 4.390 | 4.429 |
Real Estate | 2.920 | 4.726 |
Utilities | 2.430 | 3.069 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 33.06 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 23.50 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 16.04 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 14.43 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 12.29 | - | - |
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 | 116.47B | 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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