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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.20 | 0.20 | 0.00 |
Shares | 99.79 | 99.79 | 0.00 |
Bonds | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.43 | 19.75 |
Price to Book | 4.40 | 3.71 |
Price to Sales | 1.81 | 2.37 |
Price to Cash Flow | 14.32 | 13.66 |
Dividend Yield | 1.87 | 1.60 |
5 Years Earnings Growth | 9.41 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Industrials | 23.76 | 10.16 |
Consumer Defensive | 15.86 | 6.51 |
Healthcare | 12.84 | 13.70 |
Financial Services | 11.79 | 14.26 |
Technology | 11.19 | 26.53 |
Consumer Cyclical | 10.47 | 10.26 |
Utilities | 5.69 | 2.41 |
Basic Materials | 4.79 | 2.74 |
Communication Services | 3.62 | 8.18 |
Number of long holdings: 186
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 4.46 | - | - | |
Visa Inc Class A | - | 4.40 | - | - | |
Procter & Gamble Co | - | 4.39 | - | - | |
Walmart Inc | - | 4.09 | - | - | |
Comcast Corp Class A | - | 3.55 | - | - | |
Johnson & Johnson | - | 3.49 | - | - | |
McDonald's Corp | - | 2.93 | - | - | |
Abbott Laboratories | - | 2.78 | - | - | |
Medtronic | IE00BTN1Y115 | 2.49 | 85.92 | +0.33% | |
Union Pacific Corp | - | 2.37 | - | - |
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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