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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.43 | 0.43 | 0.00 |
Stocks | 99.57 | 99.57 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.84 | 19.60 |
Price to Book | 4.01 | 3.69 |
Price to Sales | 2.16 | 2.35 |
Price to Cash Flow | 15.14 | 13.52 |
Dividend Yield | 2.01 | 1.62 |
5 Years Earnings Growth | 9.26 | 11.60 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.36 | 26.45 |
Financial Services | 20.08 | 14.22 |
Healthcare | 16.25 | 13.69 |
Industrials | 12.44 | 10.17 |
Consumer Defensive | 11.78 | 6.54 |
Consumer Cyclical | 6.70 | 10.24 |
Basic Materials | 3.96 | 2.75 |
Energy | 3.34 | 4.48 |
Utilities | 2.14 | 2.49 |
Communication Services | 0.95 | 8.20 |
Number of long holdings: 343
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.88 | 427.96 | +0.02% | |
Apple | US0378331005 | 3.82 | 204.26 | +5.77% | |
Broadcom | US11135F1012 | 3.43 | 1,443.10 | +0.18% | |
JPMorgan | US46625H1005 | 3.34 | 195.10 | -2.26% | |
Exxon Mobil | US30231G1022 | 2.85 | 112.29 | -0.70% | |
UnitedHealth | US91324P1021 | 2.69 | 494.15 | -0.17% | |
Visa A | US92826C8394 | 2.44 | 272.81 | -0.81% | |
P&G | US7427181091 | 2.31 | 166.72 | -0.38% | |
Mastercard | US57636Q1040 | 2.25 | 446.61 | -0.59% | |
J&J | US4781601046 | 2.09 | 146.12 | -0.69% |
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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