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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.59 | 13.60 | 10.01 |
Shares | 37.89 | 37.89 | 0.00 |
Bonds | 58.47 | 58.52 | 0.05 |
Convertible | 0.03 | 0.03 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.09 | 17.61 |
Price to Book | 2.47 | 2.47 |
Price to Sales | 1.81 | 1.77 |
Price to Cash Flow | 11.19 | 10.17 |
Dividend Yield | 2.18 | 2.24 |
5 Years Earnings Growth | 11.69 | 11.11 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.72 | 20.21 |
Financial Services | 16.13 | 15.16 |
Industrials | 11.33 | 11.19 |
Healthcare | 11.32 | 12.57 |
Consumer Cyclical | 10.23 | 10.54 |
Communication Services | 7.02 | 6.70 |
Consumer Defensive | 6.06 | 6.76 |
Energy | 4.28 | 4.70 |
Basic Materials | 4.22 | 4.34 |
Real Estate | 2.98 | 4.68 |
Utilities | 2.72 | 3.16 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx Inv | - | 33.56 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 22.82 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 15.49 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 14.60 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Adm | - | 12.76 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 158.82B | 4.51 | -1.39 | 1.80 | ||
Vanguard Total Bond Market II Idx I | 148.73B | 4.46 | -1.46 | 1.73 | ||
US9229065084 | 119.33B | 4.02 | 3.56 | 1.72 | ||
Vanguard Target Retire Trust Plus35 | 113.33B | 13.60 | 5.16 | 8.04 | ||
The Vanguard Target Retire 2035 Tr1 | 113.33B | 13.59 | 5.15 | 8.03 |
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