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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.930 | 7.580 | 6.650 |
Shares | 67.720 | 67.720 | 0.000 |
Bonds | 31.280 | 31.310 | 0.030 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.902 | 17.298 |
Price to Book | 2.481 | 2.647 |
Price to Sales | 1.806 | 1.898 |
Price to Cash Flow | 11.224 | 11.217 |
Dividend Yield | 2.182 | 2.071 |
5 Years Earnings Growth | 11.356 | 11.776 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.810 | 22.301 |
Financial Services | 15.950 | 15.320 |
Industrials | 11.330 | 11.333 |
Healthcare | 10.880 | 12.280 |
Consumer Cyclical | 10.690 | 10.566 |
Communication Services | 7.180 | 6.928 |
Consumer Defensive | 6.010 | 6.123 |
Basic Materials | 4.290 | 4.140 |
Energy | 4.010 | 4.309 |
Real Estate | 3.040 | 3.982 |
Utilities | 2.810 | 2.720 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 41.44 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 26.80 | - | - | |
Vanguard Total Bond Market II Idx I | - | 21.81 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 9.41 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 161.9B | 1.95 | -2.20 | 1.45 | ||
Vanguard Total Bond Market II Idx I | 150.59B | 1.89 | -2.27 | 1.38 | ||
US9229065084 | 119.87B | 4.84 | 3.83 | 1.80 | ||
Vanguard Target Retire Trust Plus35 | 113.17B | 11.08 | 3.13 | 7.61 | ||
The Vanguard Target Retire 2035 Tr1 | 113.17B | 14.46 | 4.78 | 7.76 |
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