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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.790 | 9.490 | 7.700 |
Stocks | 61.760 | 61.760 | 0.000 |
Bonds | 36.390 | 36.400 | 0.010 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.972 | 16.804 |
Price to Book | 2.380 | 2.503 |
Price to Sales | 1.646 | 1.704 |
Price to Cash Flow | 10.649 | 10.321 |
Dividend Yield | 2.220 | 2.171 |
5 Years Earnings Growth | 11.057 | 11.286 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.140 | 21.035 |
Financial Services | 15.600 | 14.741 |
Industrials | 11.710 | 11.546 |
Healthcare | 11.160 | 12.660 |
Consumer Cyclical | 11.110 | 10.901 |
Communication Services | 6.980 | 6.472 |
Consumer Defensive | 6.160 | 6.580 |
Energy | 4.440 | 4.819 |
Basic Materials | 4.360 | 4.393 |
Real Estate | 2.920 | 4.262 |
Utilities | 2.420 | 2.648 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 37.31 | - | - | |
Vanguard Total Bond Market II Idx I | - | 25.83 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 24.81 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 11.10 | - | - |
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 | 117.13B | 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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