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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.380 | 2.880 | 0.500 |
Stocks | 68.180 | 68.180 | 0.000 |
Bonds | 29.380 | 29.400 | 0.020 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.017 | 17.342 |
Price to Book | 2.399 | 2.569 |
Price to Sales | 1.709 | 1.805 |
Price to Cash Flow | 10.890 | 10.842 |
Dividend Yield | 2.254 | 2.110 |
5 Years Earnings Growth | 11.103 | 11.481 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.060 | 21.669 |
Financial Services | 15.710 | 15.041 |
Industrials | 11.780 | 11.643 |
Healthcare | 11.050 | 12.463 |
Consumer Cyclical | 10.880 | 10.881 |
Communication Services | 7.000 | 6.747 |
Consumer Defensive | 6.080 | 6.223 |
Energy | 4.610 | 4.620 |
Basic Materials | 4.450 | 4.248 |
Real Estate | 2.920 | 3.975 |
Utilities | 2.470 | 2.490 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 41.43 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 27.23 | - | - | |
Vanguard Total Bond Market II Idx I | - | 21.12 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 9.21 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 147.63B | -1.55 | -3.06 | 1.22 | ||
Vanguard Total Bond Market II Idx I | 139.73B | -1.57 | -3.13 | 1.15 | ||
US9229065084 | 117.84B | 2.22 | 2.96 | 1.55 | ||
Vanguard Target Retire Trust Plus35 | 102.44B | 5.45 | 2.69 | 7.30 | ||
The Vanguard Target Retire 2035 Tr2 | 102.44B | 5.44 | 2.68 | 7.28 |
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