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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.11 | 4.91 | 1.80 |
Shares | 88.04 | 88.04 | 0.00 |
Bonds | 8.75 | 8.76 | 0.01 |
Convertible | 0.09 | 0.09 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.24 | 17.56 |
Price to Book | 2.47 | 2.54 |
Price to Sales | 1.90 | 1.78 |
Price to Cash Flow | 10.41 | 10.66 |
Dividend Yield | 1.88 | 2.20 |
5 Years Earnings Growth | 13.95 | 11.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.49 | 22.21 |
Financial Services | 15.00 | 14.94 |
Consumer Cyclical | 12.32 | 11.02 |
Healthcare | 11.53 | 12.61 |
Industrials | 10.64 | 11.60 |
Communication Services | 8.33 | 6.50 |
Consumer Defensive | 6.31 | 6.14 |
Basic Materials | 4.65 | 4.23 |
Real Estate | 3.64 | 3.77 |
Energy | 3.51 | 4.61 |
Utilities | 2.58 | 2.37 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Market Idx I | - | 53.46 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 35.97 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 6.26 | - | - | |
Vanguard Total Intl Bd II Idx Admiral | - | 2.75 | - | - |
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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