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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.12 | 1.12 | 0.00 |
Stocks | 98.88 | 98.88 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.41 | 12.08 |
Price to Book | 1.88 | 1.46 |
Price to Sales | 2.50 | 2.28 |
Price to Cash Flow | 8.19 | 74.58 |
Dividend Yield | 1.91 | 2.81 |
5 Years Earnings Growth | 11.41 | 10.79 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 94.45 | 93.90 |
Technology | 4.09 | 7.35 |
Real Estate | 0.83 | 2.58 |
Industrials | 0.58 | 3.74 |
Healthcare | 0.03 | 0.03 |
Consumer Cyclical | 0.02 | 0.90 |
Communication Services | 0.01 | 1.43 |
Number of long holdings: 397
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co | - | 8.53 | - | - | |
Berkshire Hathaway Inc Class B | - | 8.12 | - | - | |
Mastercard Inc Class A | - | 5.94 | - | - | |
Visa Inc Class A | - | 5.69 | - | - | |
Bank of America | US0605051046 | 3.98 | 38.49 | +0.73% | |
Wells Fargo & Co | - | 3.10 | - | - | |
S&P Global Inc | - | 2.03 | - | - | |
The Goldman Sachs Group Inc | - | 2.01 | - | - | |
American Express Co | - | 1.96 | - | - | |
BlackRock Inc | - | 1.83 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 505.18B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 373.3B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 1.91 | 0.13 | 4.01 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 6.03 | 8.04 | 12.40 |
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