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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.250 | 2.640 | 0.390 |
Stocks | 75.560 | 75.560 | 0.000 |
Bonds | 22.140 | 22.150 | 0.010 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.021 | 17.254 |
Price to Book | 2.401 | 2.524 |
Price to Sales | 1.710 | 1.754 |
Price to Cash Flow | 10.894 | 10.567 |
Dividend Yield | 2.252 | 2.175 |
5 Years Earnings Growth | 11.104 | 11.459 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.070 | 21.630 |
Financial Services | 15.700 | 14.916 |
Industrials | 11.780 | 11.705 |
Healthcare | 11.060 | 12.503 |
Consumer Cyclical | 10.870 | 10.982 |
Communication Services | 7.000 | 6.509 |
Consumer Defensive | 6.080 | 6.299 |
Energy | 4.600 | 4.630 |
Basic Materials | 4.450 | 4.316 |
Real Estate | 2.920 | 3.991 |
Utilities | 2.470 | 2.520 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 45.96 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 30.13 | - | - | |
Vanguard Total Bond Market II Idx I | - | 15.87 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 6.98 | - | - |
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 | 117.55B | 1.76 | 2.80 | 1.50 | ||
The Vanguard Target Retire 2035 Tr1 | 102.44B | 1.93 | 1.92 | 7.13 | ||
The Vanguard Target Retire 2035 Tr2 | 102.44B | 1.92 | 1.91 | 7.11 |
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