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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.87 | 3.47 | 0.60 |
Stocks | 60.61 | 60.61 | 0.00 |
Bonds | 36.46 | 36.48 | 0.02 |
Convertible | 0.02 | 0.02 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.99 | 17.16 |
Price to Book | 2.39 | 2.55 |
Price to Sales | 1.71 | 1.77 |
Price to Cash Flow | 10.87 | 10.63 |
Dividend Yield | 2.26 | 2.14 |
5 Years Earnings Growth | 11.10 | 11.38 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.01 | 21.31 |
Financial Services | 15.73 | 14.80 |
Industrials | 11.80 | 11.70 |
Healthcare | 11.04 | 12.47 |
Consumer Cyclical | 10.88 | 10.85 |
Communication Services | 6.99 | 6.52 |
Consumer Defensive | 6.08 | 6.44 |
Energy | 4.61 | 4.77 |
Basic Materials | 4.47 | 4.36 |
Real Estate | 2.92 | 4.21 |
Utilities | 2.47 | 2.63 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 36.63 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 26.24 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 24.85 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 11.40 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 143.22B | -3.13 | -3.47 | 1.16 | ||
Vanguard Total Bond Market II Idx I | 135.87B | -3.15 | -3.54 | 1.09 | ||
US9229065084 | 117.54B | 1.76 | 2.80 | 1.50 | ||
Vanguard Target Retire Trust Plus35 | 102.44B | 1.94 | 1.93 | 7.14 | ||
The Vanguard Target Retire 2035 Tr1 | 102.44B | 1.93 | 1.92 | 7.13 |
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