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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.33 | 12.96 | 10.63 |
Shares | 36.84 | 36.84 | 0.00 |
Bonds | 60.76 | 60.81 | 0.05 |
Convertible | 0.03 | 0.03 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.82 | 17.44 |
Price to Book | 2.46 | 2.47 |
Price to Sales | 1.79 | 1.77 |
Price to Cash Flow | 11.15 | 10.18 |
Dividend Yield | 2.20 | 2.24 |
5 Years Earnings Growth | 11.33 | 11.09 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.63 | 20.17 |
Financial Services | 16.03 | 15.17 |
Industrials | 11.38 | 11.21 |
Healthcare | 10.85 | 12.54 |
Consumer Cyclical | 10.70 | 10.59 |
Communication Services | 7.16 | 6.72 |
Consumer Defensive | 6.01 | 6.76 |
Basic Materials | 4.34 | 4.35 |
Energy | 4.03 | 4.64 |
Real Estate | 3.05 | 4.69 |
Utilities | 2.81 | 3.18 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx Inv | - | 33.89 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 22.15 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 15.06 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 15.01 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Adm | - | 13.32 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 158.16B | 1.95 | -2.20 | 1.45 | ||
Vanguard Total Bond Market II Idx I | 147.14B | 1.89 | -2.27 | 1.38 | ||
US9229065084 | 119.73B | 4.44 | 3.70 | 1.76 | ||
Vanguard Target Retire Trust Plus35 | 113.17B | 11.08 | 3.13 | 7.61 | ||
The Vanguard Target Retire 2035 Tr1 | 113.17B | 11.06 | 3.12 | 7.60 |
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