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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.63 | 2.63 | 0.00 |
Shares | 97.37 | 97.37 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.88 | 12.93 |
Price to Book | 2.08 | 1.64 |
Price to Sales | 2.86 | 2.55 |
Price to Cash Flow | 10.20 | 16.31 |
Dividend Yield | 1.74 | 2.42 |
5 Years Earnings Growth | 11.13 | 10.71 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 95.77 | 94.56 |
Technology | 3.19 | 5.20 |
Real Estate | 0.70 | 1.42 |
Industrials | 0.28 | 3.22 |
Healthcare | 0.04 | 0.04 |
Consumer Cyclical | 0.01 | 1.04 |
Number of long holdings: 416
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 9.56 | 310.03 | +0.81% | |
Berkshire Hathaway B | US0846707026 | 7.78 | 498.75 | +0.57% | |
Mastercard | US57636Q1040 | 5.82 | 580.45 | +0.54% | |
Visa A | US92826C8394 | 4.20 | 349.84 | +1.12% | |
Bank of America | US0605051046 | 4.14 | 50.64 | +0.32% | |
Wells Fargo&Co | US9497461015 | 3.02 | 80.67 | +0.21% | |
Goldman Sachs | US38141G1040 | 2.61 | 789.98 | +1.36% | |
American Express | US0258161092 | 2.12 | 330.24 | -0.07% | |
Morgan Stanley | US6174464486 | 2.06 | 157.59 | +1.47% | |
Citigroup | US1729674242 | 2.03 | 97.74 | +0.41% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 817.66B | 10.52 | 18.78 | 13.95 | ||
Vanguard 500 Index Admiral | 606.89B | 10.76 | 19.49 | 14.56 | ||
Vanguard Total Stock Market Admiral | 435.01B | 10.50 | 18.76 | 13.92 | ||
Vanguard Total Intl Stock Index Inv | 238.18B | 21.97 | 15.17 | 7.44 | ||
Vanguard Institutional Idx Instl Pl | 195.67B | 10.77 | 19.51 | 14.59 |
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