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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.690 | 4.440 | 0.750 |
Stocks | 38.110 | 38.110 | 0.000 |
Bonds | 58.140 | 58.170 | 0.030 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.957 | 17.538 |
Price to Book | 2.383 | 2.450 |
Price to Sales | 1.700 | 1.730 |
Price to Cash Flow | 10.844 | 10.057 |
Dividend Yield | 2.269 | 2.251 |
5 Years Earnings Growth | 11.093 | 10.980 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.930 | 19.914 |
Financial Services | 15.770 | 15.047 |
Industrials | 11.830 | 11.398 |
Healthcare | 11.030 | 12.596 |
Consumer Cyclical | 10.880 | 10.736 |
Communication Services | 6.970 | 6.571 |
Consumer Defensive | 6.090 | 6.832 |
Energy | 4.620 | 4.789 |
Basic Materials | 4.500 | 4.391 |
Real Estate | 2.920 | 4.683 |
Utilities | 2.470 | 3.073 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 33.45 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 22.83 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 15.55 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 14.44 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 12.84 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 143.22B | -3.13 | -3.47 | 1.16 | ||
Vanguard Total Bond Market II Idx I | 135.87B | -3.15 | -3.54 | 1.09 | ||
US9229065084 | 117.57B | 1.76 | 2.80 | 1.50 | ||
Vanguard Target Retire Trust Plus35 | 102.44B | 1.94 | 1.93 | 7.14 | ||
The Vanguard Target Retire 2035 Tr1 | 102.44B | 1.93 | 1.92 | 7.13 |
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