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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.270 | 0.270 | 0.000 |
Shares | 99.730 | 99.730 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.231 | 15.196 |
Price to Book | 2.536 | 2.406 |
Price to Sales | 1.710 | 1.618 |
Price to Cash Flow | 10.449 | 10.083 |
Dividend Yield | 3.062 | 2.623 |
5 Years Earnings Growth | 8.538 | 9.688 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.590 | 20.492 |
Healthcare | 13.050 | 15.356 |
Consumer Defensive | 12.550 | 8.473 |
Industrials | 12.410 | 11.902 |
Technology | 11.400 | 12.486 |
Energy | 10.660 | 8.349 |
Consumer Cyclical | 7.830 | 6.477 |
Utilities | 5.880 | 5.026 |
Communication Services | 3.260 | 5.504 |
Basic Materials | 2.360 | 3.916 |
Real Estate | 0.010 | 3.615 |
Number of long holdings: 560
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.44 | 191.96 | +0.76% | |
Broadcom | US11135F1012 | 3.39 | 1,310.31 | +2.52% | |
Exxon Mobil | US30231G1022 | 2.76 | 116.72 | +0.62% | |
Home Depot | US4370761029 | 2.28 | 342.28 | -0.17% | |
Procter&Gamble | US7427181091 | 2.27 | 164.45 | -0.01% | |
J&J | US4781601046 | 2.26 | 148.57 | -0.47% | |
Merck&Co | US58933Y1055 | 1.99 | 127.56 | +0.04% | |
AbbVie | US00287Y1091 | 1.91 | 162.73 | -0.65% | |
Chevron | US1667641005 | 1.56 | 162.30 | +1.28% | |
Bank of America | US0605051046 | 1.55 | 37.69 | +1.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 4.34 | 1.83 | 4.38 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
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