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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.11 | 0.11 | 0.00 |
Stocks | 99.89 | 99.89 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.83 | 15.25 |
Price to Book | 2.51 | 2.41 |
Price to Sales | 1.61 | 1.62 |
Price to Cash Flow | 10.88 | 10.08 |
Dividend Yield | 2.55 | 2.63 |
5 Years Earnings Growth | 8.75 | 9.59 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.26 | 20.53 |
Healthcare | 17.52 | 15.23 |
Industrials | 13.47 | 11.93 |
Technology | 11.68 | 12.41 |
Consumer Defensive | 10.51 | 8.49 |
Energy | 7.43 | 8.57 |
Utilities | 4.92 | 5.04 |
Consumer Cyclical | 4.58 | 6.45 |
Communication Services | 3.31 | 5.44 |
Real Estate | 2.87 | 3.57 |
Basic Materials | 2.44 | 3.92 |
Number of long holdings: 345
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 3.55 | 413.72 | +0.64% | |
Broadcom | US11135F1012 | 3.10 | 1,407.04 | +0.41% | |
JPMorgan | US46625H1005 | 2.81 | 199.95 | +1.54% | |
Exxon Mobil | US30231G1022 | 2.39 | 112.75 | -1.07% | |
UnitedHealth | US91324P1021 | 2.28 | 490.69 | -2.24% | |
P&G | US7427181091 | 1.95 | 167.06 | -0.84% | |
J&J | US4781601046 | 1.77 | 147.08 | +0.45% | |
Home Depot | US4370761029 | 1.69 | 327.03 | -1.23% | |
Merck&Co | US58933Y1055 | 1.67 | 130.67 | +0.11% | |
Chevron | US1667641005 | 1.47 | 156.08 | +0.10% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard Total Intl Stock Index Inv | 197.89B | 6.01 | 0.42 | 4.22 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
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