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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.16 | 0.16 | 0.00 |
Shares | 99.84 | 99.84 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.71 | 15.35 |
Price to Book | 2.29 | 2.42 |
Price to Sales | 1.70 | 1.63 |
Price to Cash Flow | 10.69 | 10.17 |
Dividend Yield | 2.29 | 2.60 |
5 Years Earnings Growth | 8.99 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.61 | 20.55 |
Healthcare | 14.29 | 15.26 |
Industrials | 14.02 | 11.94 |
Technology | 10.74 | 12.47 |
Energy | 8.11 | 8.46 |
Consumer Defensive | 7.60 | 8.43 |
Consumer Cyclical | 5.36 | 6.48 |
Communication Services | 4.71 | 5.48 |
Real Estate | 4.69 | 3.60 |
Utilities | 4.65 | 5.00 |
Basic Materials | 4.24 | 3.93 |
Number of long holdings: 850
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 3.52 | 413.00 | -0.94% | |
JPMorgan | US46625H1005 | 2.64 | 195.58 | -4.50% | |
Exxon Mobil | US30231G1022 | 2.13 | 118.67 | -0.81% | |
J&J | US4781601046 | 1.74 | 151.27 | -1.39% | |
Procter&Gamble | US7427181091 | 1.42 | 167.31 | -0.20% | |
Merck&Co | US58933Y1055 | 1.25 | 130.99 | -0.15% | |
Chevron | US1667641005 | 1.24 | 161.14 | -0.94% | |
Bank of America | US0605051046 | 1.19 | 38.82 | -1.20% | |
Walmart | US9311421039 | 1.18 | 64.18 | -0.73% | |
Walt Disney | US2546871060 | 1.02 | 102.90 | -0.34% |
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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