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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.90 | 8.14 | 6.24 |
Stocks | 68.88 | 68.88 | 0.00 |
Bonds | 29.16 | 29.18 | 0.02 |
Convertible | 0.01 | 0.01 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.91 | 16.86 |
Price to Book | 2.37 | 2.50 |
Price to Sales | 1.64 | 1.72 |
Price to Cash Flow | 10.61 | 10.41 |
Dividend Yield | 2.24 | 2.14 |
5 Years Earnings Growth | 11.10 | 11.27 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.03 | 21.18 |
Financial Services | 15.58 | 14.95 |
Industrials | 11.43 | 11.50 |
Healthcare | 11.40 | 12.76 |
Consumer Cyclical | 10.71 | 10.89 |
Communication Services | 7.07 | 6.68 |
Consumer Defensive | 6.34 | 6.39 |
Energy | 4.52 | 4.68 |
Basic Materials | 4.37 | 4.31 |
Real Estate | 3.03 | 4.13 |
Utilities | 2.52 | 2.52 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 42.52 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 27.08 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 20.60 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 8.86 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 140.87B | -1.62 | -3.13 | 1.39 | ||
Vanguard Total Bond Market II Idx I | 135.6B | -1.64 | -3.20 | 1.32 | ||
US9229065084 | 117.42B | 0.87 | 2.50 | 1.41 | ||
Vanguard Target Retire Trust Plus35 | 101.8B | 2.66 | 3.89 | 7.31 | ||
The Vanguard Target Retire 2035 Tr1 | 101.8B | 2.66 | 3.88 | 7.30 |
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