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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.91 | 1.91 | 0.00 |
Shares | 98.09 | 98.09 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.99 | 12.55 |
Price to Book | 1.89 | 1.50 |
Price to Sales | 2.61 | 2.32 |
Price to Cash Flow | 9.44 | 21.32 |
Dividend Yield | 1.85 | 2.74 |
5 Years Earnings Growth | 11.21 | 9.87 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 94.86 | 94.35 |
Technology | 3.81 | 7.50 |
Real Estate | 0.81 | 2.17 |
Industrials | 0.45 | 3.61 |
Healthcare | 0.04 | 0.04 |
Consumer Cyclical | 0.02 | 0.87 |
Communication Services | 0.01 | 1.81 |
Number of long holdings: 406
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 8.83 | 211.22 | +3.55% | |
Berkshire Hathaway B | US0846707026 | 8.63 | 461.97 | +1.99% | |
Mastercard | US57636Q1040 | 5.49 | 497.70 | +0.55% | |
Visa A | US92826C8394 | 4.07 | 277.93 | +0.39% | |
Bank of America | US0605051046 | 3.93 | 40.11 | +2.19% | |
Wells Fargo&Co | US9497461015 | 2.79 | 56.96 | +3.60% | |
Goldman Sachs | US38141G1040 | 2.25 | 495.16 | +1.86% | |
S&P Global | US78409V1044 | 2.25 | 512.17 | -0.47% | |
American Express | US0258161092 | 2.04 | 275.97 | +3.02% | |
Progressive | US7433151039 | 2.02 | 255.36 | +1.22% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 18.17 | 7.72 | - | ||
Vanguard 500 Index Admiral | 552.77B | 19.49 | 9.33 | 12.94 | ||
Vanguard Total Stock Market Admiral | 401.69B | 18.16 | 7.70 | 12.31 | ||
Vanguard Total Intl Stock Index Inv | 214.44B | 10.64 | 1.87 | 4.55 | ||
Vanguard 500 Index Institutional Se | 193.35B | 19.51 | 9.36 | - |
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