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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.420 | 10.920 | 8.500 |
Stocks | 51.890 | 51.890 | 0.000 |
Bonds | 45.640 | 45.650 | 0.010 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.548 | 16.623 |
Price to Book | 2.461 | 2.469 |
Price to Sales | 1.754 | 1.693 |
Price to Cash Flow | 11.128 | 10.246 |
Dividend Yield | 2.161 | 2.235 |
5 Years Earnings Growth | 11.040 | 11.172 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.160 | 20.668 |
Financial Services | 15.590 | 14.961 |
Industrials | 11.700 | 11.413 |
Healthcare | 11.160 | 12.393 |
Consumer Cyclical | 11.110 | 10.617 |
Communication Services | 6.990 | 6.557 |
Consumer Defensive | 6.160 | 6.572 |
Energy | 4.440 | 5.049 |
Basic Materials | 4.360 | 4.422 |
Real Estate | 2.920 | 4.671 |
Utilities | 2.420 | 2.677 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 31.40 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 28.35 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 21.13 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 12.30 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Adm | - | 5.80 | - | - |
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 | 116.54B | 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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