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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.14 | 8.33 | 6.19 |
Shares | 68.62 | 68.62 | 0.00 |
Bonds | 29.19 | 29.19 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.64 | 17.38 |
Price to Book | 2.49 | 2.57 |
Price to Sales | 1.77 | 1.80 |
Price to Cash Flow | 11.21 | 10.81 |
Dividend Yield | 2.14 | 2.10 |
5 Years Earnings Growth | 11.06 | 11.53 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.35 | 21.56 |
Financial Services | 15.51 | 15.04 |
Industrials | 11.64 | 11.54 |
Healthcare | 11.20 | 12.57 |
Consumer Cyclical | 11.10 | 10.94 |
Communication Services | 7.02 | 6.66 |
Consumer Defensive | 6.14 | 6.30 |
Energy | 4.42 | 4.55 |
Basic Materials | 4.30 | 4.29 |
Real Estate | 2.91 | 4.04 |
Utilities | 2.41 | 2.50 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 42.33 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 27.12 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 20.67 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 8.95 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 145.08B | -0.80 | -2.42 | 1.48 | ||
Vanguard Total Bond Market II Idx I | 138.79B | -0.82 | -2.49 | 1.41 | ||
US9229065084 | 116.54B | 1.32 | 2.65 | 1.46 | ||
The Vanguard Target Retire 2035 Tr2 | 105.02B | 5.19 | 4.11 | 7.51 | ||
Vanguard Target Retire Trust Plus35 | 105.02B | 5.19 | 4.12 | 7.53 |
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