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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.31 | 12.99 | 10.68 |
Stocks | 29.29 | 29.29 | 0.00 |
Bonds | 68.35 | 68.42 | 0.07 |
Convertible | 0.04 | 0.04 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.86 | 16.73 |
Price to Book | 2.47 | 2.42 |
Price to Sales | 1.82 | 1.79 |
Price to Cash Flow | 11.19 | 10.53 |
Dividend Yield | 2.19 | 2.59 |
5 Years Earnings Growth | 11.37 | 10.88 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.77 | 21.89 |
Financial Services | 16.44 | 15.68 |
Industrials | 11.35 | 11.19 |
Healthcare | 10.58 | 11.54 |
Consumer Cyclical | 10.56 | 10.35 |
Communication Services | 7.31 | 6.93 |
Consumer Defensive | 5.88 | 5.89 |
Basic Materials | 4.24 | 4.10 |
Energy | 4.10 | 4.29 |
Real Estate | 2.97 | 5.06 |
Utilities | 2.80 | 3.06 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx Inv | - | 36.49 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 17.66 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Adm | - | 17.10 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 16.15 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 11.91 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire Inc Trus | 22.26B | 8.33 | 1.86 | 4.36 | ||
The Vanguard Target Retire Incm Tru | 22.26B | 8.34 | 1.86 | 4.35 | ||
Vanguard Target Retire Trust Plus I | 22.26B | 8.35 | 1.87 | 4.37 | ||
Vanguard Market Neutral Inv | 411.9M | 5.64 | 12.08 | 3.19 | ||
US92203J8606 | 47.05M | 5.48 | -0.27 | - |
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