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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.22 | 3.22 | 0.00 |
Shares | 96.78 | 96.78 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.42 | 12.94 |
Price to Book | 1.97 | 1.62 |
Price to Sales | 2.58 | 2.48 |
Price to Cash Flow | 9.16 | 18.79 |
Dividend Yield | 1.81 | 2.47 |
5 Years Earnings Growth | 13.87 | 11.99 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 95.36 | 94.58 |
Technology | 3.60 | 6.45 |
Real Estate | 0.70 | 1.41 |
Industrials | 0.30 | 3.49 |
Healthcare | 0.03 | 0.03 |
Consumer Cyclical | 0.01 | 1.04 |
Number of long holdings: 404
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 9.15 | 484.85 | -0.06% | |
JPMorgan | US46625H1005 | 8.88 | 275.00 | +0.38% | |
Mastercard | US57636Q1040 | 5.79 | 532.97 | -1.07% | |
Visa A | US92826C8394 | 4.69 | 338.57 | -0.53% | |
Bank of America | US0605051046 | 3.52 | 45.50 | +0.98% | |
Wells Fargo&Co | US9497461015 | 3.01 | 75.40 | +0.88% | |
Goldman Sachs | US38141G1040 | 2.22 | 640.80 | +0.88% | |
Progressive | US7433151039 | 2.13 | 262.01 | +0.65% | |
S&P Global | US78409V1044 | 2.05 | 504.20 | +0.31% | |
American Express | US0258161092 | 1.94 | 298.59 | +0.73% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 748.58B | 0.54 | 13.73 | 12.17 | ||
Vanguard 500 Index Admiral | 560.5B | 1.05 | 14.37 | 12.82 | ||
Vanguard Total Stock Market Admiral | 399.92B | 0.53 | 13.71 | 12.15 | ||
Vanguard Total Intl Stock Index Inv | 226.68B | 13.77 | 9.10 | 5.52 | ||
Vanguard 500 Index Institutional Se | 207.44B | 1.06 | 14.40 | - |
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