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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.46 | 3.66 | 2.20 |
Stocks | 88.63 | 88.63 | 0.00 |
Bonds | 9.85 | 9.86 | 0.01 |
Convertible | 0.01 | 0.01 | 0.00 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.87 | 16.98 |
Price to Book | 2.47 | 2.54 |
Price to Sales | 1.80 | 1.89 |
Price to Cash Flow | 11.20 | 11.03 |
Dividend Yield | 2.19 | 2.04 |
5 Years Earnings Growth | 11.36 | 11.94 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.75 | 21.89 |
Financial Services | 15.98 | 16.89 |
Industrials | 11.34 | 10.99 |
Healthcare | 10.87 | 11.73 |
Consumer Cyclical | 10.69 | 10.86 |
Communication Services | 7.18 | 6.51 |
Consumer Defensive | 6.00 | 5.68 |
Basic Materials | 4.31 | 4.44 |
Energy | 4.02 | 4.82 |
Real Estate | 3.05 | 3.86 |
Utilities | 2.81 | 2.33 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 53.93 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 35.46 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 6.78 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 3.05 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 158.16B | 1.95 | -2.20 | 1.45 | ||
Vanguard Total Bond Market II Idx I | 147.14B | 1.89 | -2.27 | 1.38 | ||
US9229065084 | 119.67B | 4.44 | 3.70 | 1.76 | ||
Vanguard Target Retire Trust Plus35 | 113.17B | 11.08 | 3.13 | 7.61 | ||
The Vanguard Target Retire 2035 Tr1 | 113.17B | 11.06 | 3.12 | 7.60 |
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