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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.33 | 12.46 | 10.13 |
Stocks | 39.00 | 39.00 | 0.00 |
Bonds | 58.62 | 58.63 | 0.01 |
Convertible | 0.03 | 0.03 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.96 | 17.27 |
Price to Book | 2.38 | 2.41 |
Price to Sales | 1.64 | 1.68 |
Price to Cash Flow | 10.64 | 9.82 |
Dividend Yield | 2.22 | 2.28 |
5 Years Earnings Growth | 11.05 | 10.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.10 | 19.59 |
Financial Services | 15.61 | 14.97 |
Industrials | 11.72 | 11.33 |
Healthcare | 11.15 | 12.78 |
Consumer Cyclical | 11.12 | 10.73 |
Communication Services | 6.98 | 6.56 |
Consumer Defensive | 6.16 | 6.98 |
Energy | 4.44 | 4.87 |
Basic Materials | 4.37 | 4.43 |
Real Estate | 2.92 | 4.73 |
Utilities | 2.42 | 3.07 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx Inv | - | 33.14 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 23.48 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 16.01 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 14.65 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Adm | - | 11.93 | - | - |
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 | ||
The Vanguard Target Retire 2035 Tr2 | 105.02B | 5.19 | 4.11 | 7.51 | ||
Vanguard Target Retire Trust Plus35 | 105.02B | 5.19 | 4.12 | 7.53 |
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