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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.18 | 4.10 | 0.92 |
Stocks | 38.81 | 38.81 | 0.00 |
Bonds | 57.96 | 57.99 | 0.03 |
Convertible | 0.04 | 0.04 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.97 | 16.69 |
Price to Book | 2.39 | 2.50 |
Price to Sales | 1.70 | 1.76 |
Price to Cash Flow | 10.85 | 10.49 |
Dividend Yield | 2.27 | 2.58 |
5 Years Earnings Growth | 11.10 | 10.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.95 | 18.68 |
Financial Services | 15.76 | 15.16 |
Industrials | 11.82 | 11.14 |
Healthcare | 11.03 | 12.46 |
Consumer Cyclical | 10.88 | 8.94 |
Communication Services | 6.98 | 6.16 |
Consumer Defensive | 6.08 | 7.34 |
Energy | 4.62 | 6.42 |
Basic Materials | 4.49 | 4.23 |
Real Estate | 2.92 | 6.86 |
Utilities | 2.47 | 3.89 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx Inv | - | 41.77 | - | - | |
Vanguard Total Stock Mkt Idx Inv | - | 23.33 | - | - | |
Vanguard Total Intl Bd II Idx Investor | - | 18.05 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 16.05 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
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