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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 2.75 | 2.75 | 0.00 |
| Shares | 97.25 | 97.25 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 15.16 | 12.87 |
| Price to Book | 2.09 | 1.64 |
| Price to Sales | 2.87 | 2.55 |
| Price to Cash Flow | 9.52 | 16.63 |
| Dividend Yield | 1.73 | 2.39 |
| 5 Years Earnings Growth | 11.13 | 10.77 |
| Name | Net % | Category Average |
|---|---|---|
| Financial Services | 96.11 | 94.59 |
| Technology | 2.89 | 5.09 |
| Real Estate | 0.67 | 1.43 |
| Industrials | 0.27 | 3.25 |
| Healthcare | 0.04 | 0.04 |
| Consumer Cyclical | 0.01 | 1.04 |
Number of long holdings: 414
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| JPMorgan | US46625H1005 | 10.01 | 300.44 | +2.00% | |
| Berkshire Hathaway B | US0846707026 | 7.78 | 492.10 | +0.40% | |
| Mastercard | US57636Q1040 | 5.56 | 573.67 | -0.02% | |
| Bank of America | US0605051046 | 4.22 | 52.57 | +1.56% | |
| Visa A | US92826C8394 | 4.11 | 347.38 | +0.41% | |
| Wells Fargo&Co | US9497461015 | 3.08 | 86.41 | +2.31% | |
| Goldman Sachs | US38141G1040 | 2.79 | 783.88 | +4.41% | |
| Morgan Stanley | US6174464486 | 2.18 | 163.86 | +2.86% | |
| Citigroup | US1729674242 | 2.13 | 98.78 | +2.16% | |
| American Express | US0258161092 | 2.13 | 357.56 | +0.74% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Ins Pls | 845.14B | 14.35 | 24.10 | 14.68 | ||
| Vanguard 500 Index Admiral | 626.03B | 14.80 | 24.88 | 15.26 | ||
| Vanguard Total Stock Market Admiral | 447.18B | 14.33 | 24.07 | 14.66 | ||
| Vanguard Total Intl Stock Index Inv | 246.07B | 26.39 | 20.70 | 8.25 | ||
| Vanguard Institutional Idx Instl Pl | 203.01B | 14.81 | 24.91 | 15.29 |
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