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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.21 | 0.21 | 0.00 |
Stocks | 99.79 | 99.79 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.00 | 15.28 |
Price to Book | 2.18 | 2.41 |
Price to Sales | 1.62 | 1.62 |
Price to Cash Flow | 10.22 | 10.12 |
Dividend Yield | 2.40 | 2.62 |
5 Years Earnings Growth | 8.97 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.59 | 20.54 |
Healthcare | 14.08 | 15.25 |
Industrials | 14.02 | 11.92 |
Technology | 10.33 | 12.44 |
Energy | 8.41 | 8.52 |
Consumer Defensive | 7.93 | 8.47 |
Consumer Cyclical | 5.16 | 6.46 |
Utilities | 5.14 | 5.05 |
Communication Services | 4.57 | 5.46 |
Real Estate | 4.53 | 3.57 |
Basic Materials | 4.23 | 3.94 |
Number of long holdings: 852
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 3.47 | 414.40 | +1.42% | |
JPMorgan | US46625H1005 | 2.65 | 202.63 | +1.66% | |
Exxon Mobil | US30231G1022 | 2.26 | 117.26 | +2.87% | |
J&J | US4781601046 | 1.67 | 146.67 | +0.96% | |
P&G | US7427181091 | 1.49 | 164.54 | +1.21% | |
Chevron | US1667641005 | 1.33 | 162.30 | +2.55% | |
Merck&Co | US58933Y1055 | 1.28 | 125.54 | +0.81% | |
Bank of America | US0605051046 | 1.22 | 39.99 | +3.52% | |
Walmart | US9311421039 | 1.22 | 65.76 | +1.34% | |
Wells Fargo&Co | US9497461015 | 1.02 | 59.92 | +1.20% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
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