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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.120 | 4.220 | 2.100 |
Stocks | 88.420 | 88.420 | 0.000 |
Bonds | 9.400 | 9.400 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.052 | 17.656 |
Price to Book | 2.484 | 2.776 |
Price to Sales | 1.808 | 2.011 |
Price to Cash Flow | 11.256 | 11.589 |
Dividend Yield | 2.160 | 1.977 |
5 Years Earnings Growth | 10.406 | 11.552 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.970 | 23.348 |
Financial Services | 16.880 | 15.537 |
Industrials | 11.420 | 11.377 |
Consumer Cyclical | 10.840 | 10.901 |
Healthcare | 10.120 | 11.994 |
Communication Services | 7.240 | 7.147 |
Consumer Defensive | 5.790 | 5.787 |
Energy | 4.080 | 3.979 |
Basic Materials | 4.020 | 3.999 |
Real Estate | 2.910 | 3.346 |
Utilities | 2.730 | 2.588 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 54.66 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 34.64 | - | - | |
Vanguard Total Bond Market II Idx I | - | 6.81 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 3.06 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 160.52B | 1.31 | -2.39 | 1.30 | ||
Vanguard Total Bond Market II Idx I | 148.93B | 1.24 | -2.46 | 1.23 | ||
US9229065084 | 120.22B | 5.24 | 3.96 | 1.84 | ||
The Vanguard Target Retire 2035 Tr2 | 114.35B | 11.73 | 3.01 | 7.59 | ||
Vanguard Target Retire Trust Plus35 | 114.35B | 11.76 | 3.03 | 7.61 |
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