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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.160 | 0.160 | 0.000 |
Stocks | 99.840 | 99.840 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.440 | 14.958 |
Price to Book | 2.446 | 2.380 |
Price to Sales | 1.651 | 1.590 |
Price to Cash Flow | 10.060 | 9.919 |
Dividend Yield | 3.257 | 2.650 |
5 Years Earnings Growth | 8.965 | 9.741 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.950 | 20.458 |
Consumer Defensive | 13.410 | 8.489 |
Healthcare | 12.580 | 15.420 |
Industrials | 12.240 | 11.901 |
Technology | 11.150 | 12.476 |
Energy | 9.850 | 8.246 |
Consumer Cyclical | 6.920 | 6.527 |
Utilities | 6.170 | 5.044 |
Communication Services | 3.510 | 5.533 |
Basic Materials | 2.200 | 3.899 |
Real Estate | 0.010 | 3.669 |
Number of long holdings: 454
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.87 | 1,294.42 | +2.99% | |
JPMorgan | US46625H1005 | 3.71 | 193.28 | +0.10% | |
Exxon Mobil | US30231G1022 | 2.92 | 121.36 | +0.26% | |
J&J | US4781601046 | 2.68 | 146.84 | -1.14% | |
Home Depot | US4370761029 | 2.63 | 331.90 | -0.33% | |
Procter&Gamble | US7427181091 | 2.58 | 162.55 | -0.03% | |
Merck&Co | US58933Y1055 | 2.23 | 130.71 | +2.92% | |
AbbVie | US00287Y1091 | 2.14 | 167.28 | -0.31% | |
Chevron | US1667641005 | 1.76 | 165.27 | +1.04% | |
Walmart | US9311421039 | 1.73 | 60.21 | +0.57% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 4.34 | 1.83 | 4.38 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
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