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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.910 | 2.110 | 0.200 |
Stocks | 88.630 | 88.630 | 0.000 |
Bonds | 9.390 | 9.400 | 0.010 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.970 | 17.640 |
Price to Book | 2.386 | 2.688 |
Price to Sales | 1.702 | 1.878 |
Price to Cash Flow | 10.854 | 11.290 |
Dividend Yield | 2.266 | 2.017 |
5 Years Earnings Growth | 11.095 | 11.760 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.950 | 22.619 |
Financial Services | 15.750 | 14.980 |
Industrials | 11.820 | 11.586 |
Healthcare | 11.030 | 12.641 |
Consumer Cyclical | 10.880 | 11.033 |
Communication Services | 6.970 | 6.782 |
Consumer Defensive | 6.090 | 6.015 |
Energy | 4.620 | 4.446 |
Basic Materials | 4.490 | 4.248 |
Real Estate | 2.920 | 3.356 |
Utilities | 2.470 | 2.290 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 53.26 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 35.99 | - | - | |
Vanguard Total Bond Market II Idx I | - | 6.69 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 3.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 147.63B | -1.55 | -3.06 | 1.22 | ||
Vanguard Total Bond Market II Idx I | 139.73B | -1.57 | -3.13 | 1.15 | ||
US9229065084 | 117.84B | 2.22 | 2.96 | 1.55 | ||
Vanguard Target Retire Trust Plus35 | 106.5B | 5.45 | 2.69 | 7.30 | ||
The Vanguard Target Retire 2035 Tr1 | 106.5B | 5.44 | 2.68 | 7.29 |
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