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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.99 | 7.28 | 5.29 |
Stocks | 35.62 | 35.62 | 0.00 |
Bonds | 62.33 | 62.38 | 0.05 |
Convertible | 0.04 | 0.04 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.13 | 17.57 |
Price to Book | 2.50 | 2.50 |
Price to Sales | 1.84 | 1.81 |
Price to Cash Flow | 11.37 | 10.26 |
Dividend Yield | 2.15 | 2.23 |
5 Years Earnings Growth | 10.42 | 10.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.79 | 20.41 |
Financial Services | 16.75 | 15.46 |
Consumer Cyclical | 11.22 | 10.71 |
Industrials | 11.12 | 11.15 |
Healthcare | 9.74 | 12.20 |
Communication Services | 7.54 | 6.84 |
Consumer Defensive | 5.65 | 6.66 |
Energy | 3.92 | 4.41 |
Basic Materials | 3.82 | 4.18 |
Real Estate | 2.80 | 4.78 |
Utilities | 2.64 | 3.22 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx Inv | - | 34.33 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 21.64 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 15.22 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 14.46 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Adm | - | 13.70 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 160.52B | 0.55 | -1.52 | 1.13 | ||
Vanguard Total Bond Market II Idx I | 148.93B | 0.54 | -1.59 | 1.06 | ||
US9229065084 | 119.36B | 0.37 | 4.08 | 1.88 | ||
Vanguard Target Retire Trust Plus35 | 114.35B | 2.30 | 5.22 | 7.98 | ||
The Vanguard Target Retire 2035 Tr1 | 114.35B | 2.30 | 5.21 | 7.97 |
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