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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.06 | 3.38 | 0.32 |
Stocks | 61.69 | 61.69 | 0.00 |
Bonds | 35.13 | 36.36 | 1.23 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.72 | 18.21 |
Price to Book | 2.86 | 3.08 |
Price to Sales | 1.96 | 2.07 |
Price to Cash Flow | 11.84 | 11.96 |
Dividend Yield | 1.69 | 2.00 |
5 Years Earnings Growth | 11.91 | 11.29 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.25 | 22.93 |
Healthcare | 15.28 | 13.35 |
Financial Services | 13.45 | 14.97 |
Consumer Cyclical | 12.78 | 10.09 |
Industrials | 11.78 | 10.85 |
Communication Services | 7.42 | 7.20 |
Consumer Defensive | 4.14 | 6.31 |
Energy | 4.13 | 5.46 |
Basic Materials | 3.12 | 3.52 |
Real Estate | 1.59 | 3.56 |
Utilities | 1.05 | 3.04 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Windsor™ II Inv | - | 14.42 | - | - | |
Vanguard Long-Term Investment-Grade Inv | - | 12.15 | - | - | |
Vanguard US Growth Investor | - | 12.13 | - | - | |
Vanguard GNMA Inv | - | 11.94 | - | - | |
Vanguard Short-Term Investment-Grade Inv | - | 11.92 | - | - | |
Vanguard International Value Inv | - | 9.63 | - | - | |
Vanguard International Growth Inv | - | 9.62 | - | - | |
Vanguard Windsor Investor Shares | - | 7.96 | - | - | |
Vanguard PRIMECAP Inv | - | 6.27 | - | - | |
Vanguard Explorer Inv | - | 3.95 | - | - |
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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