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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.18 | 2.37 | 0.19 |
Stocks | 88.37 | 88.37 | 0.00 |
Bonds | 9.39 | 9.40 | 0.01 |
Convertible | 0.01 | 0.01 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.55 | 17.83 |
Price to Book | 2.46 | 2.71 |
Price to Sales | 1.75 | 1.89 |
Price to Cash Flow | 11.13 | 11.36 |
Dividend Yield | 2.15 | 1.98 |
5 Years Earnings Growth | 11.10 | 11.80 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.08 | 22.64 |
Financial Services | 15.70 | 14.95 |
Industrials | 11.76 | 11.47 |
Healthcare | 11.06 | 12.72 |
Consumer Cyclical | 10.88 | 11.09 |
Communication Services | 7.00 | 6.66 |
Consumer Defensive | 6.08 | 6.07 |
Energy | 4.60 | 4.41 |
Basic Materials | 4.44 | 4.28 |
Real Estate | 2.92 | 3.41 |
Utilities | 2.47 | 2.30 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 53.82 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 35.80 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 6.71 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 2.99 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 145.08B | -3.13 | -3.47 | 1.16 | ||
Vanguard Total Bond Market II Idx I | 138.79B | -3.15 | -3.54 | 1.09 | ||
US9229065084 | 117.65B | 1.76 | 2.80 | 1.50 | ||
Vanguard Target Retire Trust Plus35 | 105.02B | 1.94 | 1.93 | 7.14 | ||
The Vanguard Target Retire 2035 Tr1 | 105.02B | 1.93 | 1.92 | 7.13 |
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