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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.79 | 0.79 | 0.00 |
Stocks | 37.34 | 37.34 | 0.00 |
Bonds | 61.79 | 61.79 | 0.00 |
Convertible | 0.08 | 0.08 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.96 | 16.99 |
Price to Book | 2.34 | 2.56 |
Price to Sales | 2.12 | 1.83 |
Price to Cash Flow | 10.84 | 10.86 |
Dividend Yield | 3.34 | 2.52 |
5 Years Earnings Growth | 8.78 | 10.66 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.61 | 15.30 |
Healthcare | 16.18 | 12.35 |
Consumer Defensive | 11.64 | 7.27 |
Energy | 11.11 | 6.19 |
Technology | 10.49 | 19.50 |
Industrials | 10.14 | 10.91 |
Utilities | 7.40 | 3.78 |
Basic Materials | 4.82 | 4.03 |
Real Estate | 4.35 | 6.74 |
Consumer Cyclical | 3.67 | 8.82 |
Communication Services | 1.58 | 6.28 |
Number of long holdings: 1,477
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 1.70 | 219.78 | -1.42% | |
Merck&Co | US58933Y1055 | 1.32 | 101.87 | -0.01% | |
EOG Resources | US26875P1012 | 1.16 | 122.93 | +1.73% | |
ConocoPhillips | US20825C1045 | 1.10 | 108.86 | +0.95% | |
J&J | US4781601046 | 1.10 | 158.24 | -1.18% | |
Pfizer | US7170811035 | 1.06 | 27.76 | -1.17% | |
Broadcom | US11135F1012 | 1.01 | 168.55 | -0.22% | |
Cisco | US17275R1023 | 0.84 | 55.83 | +0.59% | |
Philip Morris | US7181721090 | 0.76 | 130.33 | -0.24% | |
Unilever ADR | US9047677045 | 0.75 | 61.31 | -0.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 20.59 | 10.12 | - | ||
Vanguard 500 Index Admiral | 552.77B | 22.04 | 11.87 | 13.34 | ||
Vanguard Total Stock Market Admiral | 401.69B | 20.58 | 10.10 | 12.77 | ||
Vanguard Total Intl Stock Index Inv | 214.44B | 13.49 | 3.94 | 5.36 | ||
Vanguard 500 Index Institutional Se | 193.35B | 22.07 | 11.90 | - |
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