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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.50 | 8.74 | 6.24 |
Shares | 68.46 | 68.46 | 0.00 |
Bonds | 28.99 | 29.02 | 0.03 |
Convertible | 0.02 | 0.02 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.15 | 17.48 |
Price to Book | 2.48 | 2.62 |
Price to Sales | 1.82 | 1.88 |
Price to Cash Flow | 11.23 | 11.11 |
Dividend Yield | 2.17 | 2.09 |
5 Years Earnings Growth | 11.69 | 11.73 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.83 | 22.16 |
Financial Services | 16.09 | 15.30 |
Healthcare | 11.33 | 12.35 |
Industrials | 11.29 | 11.32 |
Consumer Cyclical | 10.22 | 10.53 |
Communication Services | 7.03 | 6.87 |
Consumer Defensive | 6.05 | 6.16 |
Energy | 4.27 | 4.43 |
Basic Materials | 4.18 | 4.17 |
Real Estate | 2.97 | 4.05 |
Utilities | 2.72 | 2.65 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 41.69 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 27.52 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 21.07 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 9.09 | - | - |
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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