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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.14 | 0.14 | 0.00 |
Stocks | 99.86 | 99.86 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.01 | 15.61 |
Price to Book | 2.57 | 2.50 |
Price to Sales | 1.72 | 1.72 |
Price to Cash Flow | 11.23 | 10.72 |
Dividend Yield | 2.40 | 2.50 |
5 Years Earnings Growth | 7.91 | 9.17 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.25 | 21.07 |
Healthcare | 16.32 | 15.11 |
Industrials | 12.82 | 11.91 |
Technology | 11.82 | 12.81 |
Consumer Defensive | 10.03 | 8.27 |
Energy | 6.59 | 7.61 |
Consumer Cyclical | 5.09 | 6.82 |
Utilities | 4.99 | 5.37 |
Communication Services | 3.71 | 5.56 |
Real Estate | 3.05 | 3.51 |
Basic Materials | 2.32 | 3.50 |
Number of long holdings: 341
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 3.19 | 468.15 | -0.89% | |
JPMorgan | US46625H1005 | 3.14 | 267.17 | -0.40% | |
Broadcom | US11135F1012 | 2.52 | 221.18 | +2.56% | |
Exxon Mobil | US30231G1022 | 2.20 | 106.70 | -2.62% | |
UnitedHealth | US91324P1021 | 2.16 | 541.90 | -0.67% | |
Walmart | US9311421039 | 1.86 | 97.77 | -0.90% | |
P&G | US7427181091 | 1.83 | 165.97 | -0.86% | |
Home Depot | US4370761029 | 1.80 | 412.24 | -0.55% | |
J&J | US4781601046 | 1.62 | 152.22 | -0.43% | |
AbbVie | US00287Y1091 | 1.46 | 184.76 | +5.19% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard Total Intl Stock Index Inv | 201.2B | 5.09 | 0.61 | 5.00 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
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