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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 | 16.95 | 15.50 |
Price to Book | 2.67 | 2.42 |
Price to Sales | 1.75 | 1.64 |
Price to Cash Flow | 11.62 | 10.22 |
Dividend Yield | 2.35 | 2.61 |
5 Years Earnings Growth | 8.58 | 9.63 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.41 | 20.41 |
Healthcare | 17.99 | 15.32 |
Industrials | 12.85 | 11.77 |
Technology | 12.71 | 12.71 |
Consumer Defensive | 9.92 | 8.57 |
Energy | 7.05 | 8.39 |
Utilities | 4.98 | 5.17 |
Consumer Cyclical | 4.51 | 6.43 |
Communication Services | 3.18 | 5.43 |
Real Estate | 3.12 | 3.72 |
Basic Materials | 2.30 | 3.80 |
Number of long holdings: 345
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.46 | 178.10 | +1.47% | |
Berkshire Hathaway B | US0846707026 | 3.05 | 454.18 | +0.40% | |
JPMorgan | US46625H1005 | 2.84 | 209.78 | -0.20% | |
Exxon Mobil | US30231G1022 | 2.47 | 112.80 | -1.72% | |
UnitedHealth | US91324P1021 | 2.47 | 574.81 | -0.26% | |
J&J | US4781601046 | 1.77 | 161.39 | +0.49% | |
P&G | US7427181091 | 1.76 | 173.21 | +0.55% | |
Home Depot | US4370761029 | 1.70 | 396.70 | -0.06% | |
AbbVie | US00287Y1091 | 1.52 | 191.90 | +0.33% | |
Walmart | US9311421039 | 1.42 | 79.92 | -1.82% |
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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