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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.85 | 2.85 | 0.00 |
Shares | 97.15 | 97.15 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.52 | 13.38 |
Price to Book | 2.07 | 1.65 |
Price to Sales | 2.78 | 2.53 |
Price to Cash Flow | 6.52 | 17.88 |
Dividend Yield | 1.77 | 2.42 |
5 Years Earnings Growth | 10.89 | 10.83 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 95.73 | 94.54 |
Technology | 3.29 | 6.17 |
Real Estate | 0.67 | 1.42 |
Industrials | 0.27 | 3.21 |
Healthcare | 0.03 | 0.03 |
Consumer Cyclical | 0.01 | 1.04 |
Number of long holdings: 417
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 9.75 | 301.42 | +0.12% | |
Berkshire Hathaway B | US0846707026 | 7.44 | 502.98 | +0.62% | |
Mastercard | US57636Q1040 | 5.43 | 595.29 | +0.81% | |
Visa A | US92826C8394 | 4.30 | 351.78 | +0.55% | |
Bank of America | US0605051046 | 4.02 | 50.74 | +0.50% | |
Wells Fargo&Co | US9497461015 | 3.10 | 82.18 | +0.24% | |
Goldman Sachs | US38141G1040 | 2.65 | 745.25 | -0.79% | |
Citigroup | US1729674242 | 2.08 | 96.57 | -0.26% | |
S&P Global | US78409V1044 | 2.04 | 548.44 | +0.16% | |
Morgan Stanley | US6174464486 | 2.03 | 150.48 | +0.20% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 798.34B | 8.05 | 16.40 | 12.99 | ||
Vanguard 500 Index Admiral | 598.15B | 8.56 | 17.05 | 13.62 | ||
Vanguard Total Stock Market Admiral | 426.73B | 8.04 | 16.38 | 12.97 | ||
Vanguard Total Intl Stock Index Inv | 230.36B | 17.07 | 12.03 | 6.19 | ||
Vanguard Institutional Idx Instl Pl | 199.72B | 8.57 | 17.08 | 13.65 |
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