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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.62 | 2.79 | 0.17 |
Shares | 97.38 | 97.38 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.83 | 13.23 |
Price to Book | 2.09 | 1.65 |
Price to Sales | 2.78 | 2.51 |
Price to Cash Flow | 6.80 | 18.34 |
Dividend Yield | 1.78 | 2.45 |
5 Years Earnings Growth | 10.87 | 10.92 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 95.54 | 94.55 |
Technology | 3.47 | 6.15 |
Real Estate | 0.66 | 1.42 |
Industrials | 0.27 | 3.21 |
Healthcare | 0.04 | 0.04 |
Consumer Cyclical | 0.01 | 1.04 |
Number of long holdings: 418
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 9.59 | 291.37 | -0.98% | |
Berkshire Hathaway B | US0846707026 | 7.70 | 464.19 | +1.11% | |
Mastercard | US57636Q1040 | 5.42 | 566.04 | -0.66% | |
Visa A | US92826C8394 | 4.44 | 337.23 | -1.44% | |
Bank of America | US0605051046 | 4.05 | 45.56 | -0.63% | |
Wells Fargo&Co | US9497461015 | 3.09 | 77.96 | +0.49% | |
Goldman Sachs | US38141G1040 | 2.60 | 720.91 | -0.71% | |
American Express | US0258161092 | 2.12 | 296.71 | -0.63% | |
Morgan Stanley | US6174464486 | 2.02 | 140.46 | -0.64% | |
S&P Global | US78409V1044 | 1.96 | 563.02 | 0.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 786.34B | 5.65 | 19.05 | 12.92 | ||
Vanguard 500 Index Admiral | 586.6B | 6.18 | 19.66 | 13.60 | ||
Vanguard Total Stock Market Admiral | 418.7B | 5.63 | 19.02 | 12.90 | ||
Vanguard Total Intl Stock Index Inv | 234.25B | 18.19 | 13.73 | 6.21 | ||
Vanguard 500 Index Institutional Se | 218.06B | 6.20 | 19.70 | - |
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