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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.26 | 0.26 | 0.00 |
Stocks | 99.74 | 99.74 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.09 | 20.17 |
Price to Book | 4.12 | 3.77 |
Price to Sales | 2.32 | 2.44 |
Price to Cash Flow | 16.26 | 13.77 |
Dividend Yield | 1.88 | 1.60 |
5 Years Earnings Growth | 9.18 | 11.70 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.77 | 27.53 |
Financial Services | 20.21 | 14.09 |
Healthcare | 16.04 | 13.51 |
Industrials | 12.00 | 9.84 |
Consumer Defensive | 11.32 | 6.34 |
Consumer Cyclical | 6.26 | 10.05 |
Basic Materials | 3.81 | 2.65 |
Energy | 3.46 | 4.31 |
Utilities | 2.21 | 2.56 |
Communication Services | 0.93 | 8.23 |
Number of long holdings: 342
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.56 | 227.52 | +0.51% | |
Broadcom | US11135F1012 | 3.88 | 178.10 | +1.47% | |
Microsoft | US5949181045 | 3.85 | 431.34 | -0.18% | |
JPMorgan | US46625H1005 | 3.39 | 209.78 | -0.20% | |
Exxon Mobil | US30231G1022 | 2.98 | 112.79 | -1.73% | |
UnitedHealth | US91324P1021 | 2.94 | 574.88 | -0.25% | |
Visa A | US92826C8394 | 2.22 | 271.74 | +0.78% | |
Mastercard | US57636Q1040 | 2.12 | 491.27 | +0.37% | |
P&G | US7427181091 | 2.11 | 173.21 | +0.55% | |
J&J | US4781601046 | 2.11 | 161.39 | +0.49% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 700.88B | 18.17 | 7.72 | - | ||
Vanguard 500 Index Admiral | 542.14B | 19.49 | 9.33 | 12.94 | ||
Vanguard Total Stock Market Admiral | 395.58B | 18.16 | 7.70 | 12.31 | ||
Vanguard Total Intl Stock Index Inv | 209.55B | 10.64 | 1.87 | 4.55 | ||
Vanguard 500 Index Institutional Se | 188.05B | 19.51 | 9.36 | - |
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