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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.58 | 2.92 | 0.34 |
Stocks | 78.52 | 78.52 | 0.00 |
Bonds | 18.83 | 18.84 | 0.01 |
Convertible | 0.01 | 0.01 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.00 | 17.36 |
Price to Book | 2.40 | 2.66 |
Price to Sales | 1.71 | 1.80 |
Price to Cash Flow | 10.88 | 10.85 |
Dividend Yield | 2.26 | 2.11 |
5 Years Earnings Growth | 11.10 | 11.22 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.02 | 20.48 |
Financial Services | 15.73 | 15.26 |
Industrials | 11.79 | 11.76 |
Healthcare | 11.05 | 12.63 |
Consumer Cyclical | 10.88 | 10.04 |
Communication Services | 6.99 | 7.11 |
Consumer Defensive | 6.08 | 6.72 |
Energy | 4.61 | 5.75 |
Basic Materials | 4.46 | 3.98 |
Real Estate | 2.92 | 4.36 |
Utilities | 2.47 | 2.93 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | - | 47.55 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 32.10 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 13.46 | - | - | |
Vanguard Total Intl Bd II Idx Investor | - | 5.98 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard Total Intl Stock Index Inv | 197.89B | 6.01 | 0.42 | 4.22 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
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