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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 | 15.28 |
Price to Book | 2.51 | 2.41 |
Price to Sales | 1.61 | 1.62 |
Price to Cash Flow | 10.88 | 10.12 |
Dividend Yield | 2.55 | 2.62 |
5 Years Earnings Growth | 8.75 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.26 | 20.54 |
Healthcare | 17.52 | 15.25 |
Industrials | 13.47 | 11.92 |
Technology | 11.68 | 12.44 |
Consumer Defensive | 10.51 | 8.47 |
Energy | 7.43 | 8.52 |
Utilities | 4.92 | 5.05 |
Consumer Cyclical | 4.58 | 6.46 |
Communication Services | 3.31 | 5.46 |
Real Estate | 2.87 | 3.57 |
Basic Materials | 2.44 | 3.94 |
Number of long holdings: 345
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 3.55 | 414.40 | +1.42% | |
Broadcom | US11135F1012 | 3.10 | 1,328.55 | -2.45% | |
JPMorgan | US46625H1005 | 2.81 | 202.63 | +1.66% | |
Exxon Mobil | US30231G1022 | 2.39 | 117.26 | +2.87% | |
UnitedHealth | US91324P1021 | 2.28 | 495.37 | +2.85% | |
P&G | US7427181091 | 1.95 | 164.54 | +1.21% | |
J&J | US4781601046 | 1.77 | 146.67 | +0.96% | |
Home Depot | US4370761029 | 1.69 | 334.87 | +1.73% | |
Merck&Co | US58933Y1055 | 1.67 | 125.54 | +0.81% | |
Chevron | US1667641005 | 1.47 | 162.30 | +2.55% |
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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