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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.18 | 3.94 | 0.76 |
Stocks | 38.60 | 38.60 | 0.00 |
Bonds | 58.16 | 58.19 | 0.03 |
Convertible | 0.03 | 0.03 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.52 | 17.56 |
Price to Book | 2.45 | 2.45 |
Price to Sales | 1.75 | 1.73 |
Price to Cash Flow | 11.10 | 10.06 |
Dividend Yield | 2.16 | 2.25 |
5 Years Earnings Growth | 11.09 | 10.99 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.00 | 19.82 |
Financial Services | 15.74 | 15.04 |
Industrials | 11.79 | 11.38 |
Healthcare | 11.04 | 12.63 |
Consumer Cyclical | 10.88 | 10.71 |
Communication Services | 6.99 | 6.54 |
Consumer Defensive | 6.08 | 6.88 |
Energy | 4.61 | 4.80 |
Basic Materials | 4.47 | 4.44 |
Real Estate | 2.92 | 4.70 |
Utilities | 2.47 | 3.08 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx Inv | - | 33.26 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 23.32 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 15.84 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 14.74 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Adm | - | 12.07 | - | - |
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 | 117.57B | 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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