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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1142 | 1045 | 1070 | 1395 | 1848 | 2925 |
| Fund Return | 14.25% | 4.48% | 7.03% | 11.74% | 13.07% | 11.33% |
| Place in category | 585 | 403 | 624 | 556 | 355 | 178 |
| % in Category | 50 | 36 | 54 | 53 | 37 | 25 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Ins Pls | 863.91B | 17.18 | 19.83 | 14.03 | ||
| Vanguard 500 Index Admiral | 635B | 17.76 | 20.52 | 14.59 | ||
| Vanguard Total Stock Market Admiral | 452.19B | 17.16 | 19.80 | 14.01 | ||
| Vanguard Total Intl Stock Index Inv | 248.93B | 28.64 | 15.15 | 7.93 | ||
| Vanguard Institutional Idx Instl Pl | 209.44B | 17.79 | 20.55 | 14.61 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 96.64B | 17.81 | 16.55 | 13.05 | ||
| Dodge & Cox Stock | 68.4B | 11.60 | 12.72 | 12.29 | ||
| Vanguard Equity-Income Adm | 57.9B | 17.02 | 11.85 | 11.57 | ||
| Vanguard Windsor II Admiral | 52.02B | 16.96 | 15.43 | 12.26 | ||
| American Funds Washington Mutual R6 | 46.73B | 18.13 | 16.90 | 13.38 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| JPMorgan | US46625H1005 | 3.60 | 320.02 | +0.47% | |
| Berkshire Hathaway B | US0846707026 | 3.22 | 506.38 | +1.37% | |
| Exxon Mobil | US30231G1022 | 2.12 | 117.76 | -0.89% | |
| J&J | US4781601046 | 1.98 | 214.26 | +1.27% | |
| Walmart | US9311421039 | 1.93 | 116.81 | +0.09% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
| Summary | Strong Buy | Strong Buy | Strong Buy |
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