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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.13 | 12.04 | 8.91 |
Stocks | 29.27 | 29.27 | 0.00 |
Bonds | 67.02 | 67.09 | 0.07 |
Convertible | 0.57 | 0.57 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.45 | 16.46 |
Price to Book | 2.11 | 2.41 |
Price to Sales | 1.55 | 1.73 |
Price to Cash Flow | 8.09 | 9.84 |
Dividend Yield | 2.23 | 2.27 |
5 Years Earnings Growth | 11.79 | 11.38 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.93 | 19.60 |
Financial Services | 15.87 | 15.60 |
Healthcare | 12.11 | 11.91 |
Industrials | 10.78 | 11.10 |
Consumer Cyclical | 10.69 | 10.55 |
Communication Services | 7.35 | 6.02 |
Consumer Defensive | 6.95 | 6.71 |
Energy | 5.27 | 5.46 |
Basic Materials | 5.23 | 4.73 |
Real Estate | 3.76 | 5.50 |
Utilities | 3.07 | 2.82 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx Inv | - | 36.53 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 17.49 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Adm | - | 16.61 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 15.88 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 12.31 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 145.08B | -3.13 | -3.47 | 1.16 | ||
Vanguard Total Bond Market II Idx I | 138.79B | -3.15 | -3.54 | 1.09 | ||
US9229065084 | 117.65B | 1.76 | 2.80 | 1.50 | ||
Vanguard Target Retire Trust Plus35 | 105.02B | 1.94 | 1.93 | 7.14 | ||
The Vanguard Target Retire 2035 Tr1 | 105.02B | 1.93 | 1.92 | 7.13 |
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