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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.400 | 4.050 | 0.650 |
Stocks | 51.110 | 51.110 | 0.000 |
Bonds | 45.440 | 45.460 | 0.020 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.990 | 16.953 |
Price to Book | 2.392 | 2.509 |
Price to Sales | 1.705 | 1.757 |
Price to Cash Flow | 10.870 | 10.539 |
Dividend Yield | 2.261 | 2.217 |
5 Years Earnings Growth | 11.100 | 11.277 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.000 | 21.045 |
Financial Services | 15.740 | 15.071 |
Industrials | 11.800 | 11.529 |
Healthcare | 11.040 | 12.156 |
Consumer Cyclical | 10.880 | 10.551 |
Communication Services | 6.990 | 6.575 |
Consumer Defensive | 6.080 | 6.428 |
Energy | 4.610 | 4.953 |
Basic Materials | 4.470 | 4.389 |
Real Estate | 2.920 | 4.613 |
Utilities | 2.470 | 2.688 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 30.87 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 28.70 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 20.97 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 12.52 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Adm | - | 6.02 | - | - |
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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