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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.29 | 2.49 | 0.20 |
Stocks | 88.31 | 88.31 | 0.00 |
Bonds | 9.35 | 9.36 | 0.01 |
Convertible | 0.01 | 0.01 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.54 | 17.49 |
Price to Book | 2.46 | 2.51 |
Price to Sales | 1.75 | 1.81 |
Price to Cash Flow | 11.12 | 10.92 |
Dividend Yield | 2.15 | 2.03 |
5 Years Earnings Growth | 11.09 | 11.99 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.06 | 21.63 |
Financial Services | 15.71 | 16.53 |
Industrials | 11.77 | 11.40 |
Healthcare | 11.05 | 11.54 |
Consumer Cyclical | 10.88 | 11.11 |
Communication Services | 7.00 | 6.26 |
Consumer Defensive | 6.08 | 5.74 |
Energy | 4.61 | 5.21 |
Basic Materials | 4.45 | 4.58 |
Real Estate | 2.92 | 3.83 |
Utilities | 2.47 | 2.16 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 53.65 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 35.91 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 6.65 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 3.00 | - | - |
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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