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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.140 | 0.140 | 0.000 |
Shares | 99.860 | 99.860 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.701 | 15.718 |
Price to Book | 2.620 | 2.498 |
Price to Sales | 1.742 | 1.704 |
Price to Cash Flow | 10.697 | 10.578 |
Dividend Yield | 2.857 | 2.508 |
5 Years Earnings Growth | 9.435 | 9.542 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.610 | 21.283 |
Healthcare | 14.750 | 15.413 |
Technology | 12.770 | 12.611 |
Consumer Defensive | 12.580 | 8.400 |
Industrials | 10.890 | 11.752 |
Energy | 9.440 | 7.617 |
Consumer Cyclical | 7.660 | 6.784 |
Utilities | 6.040 | 5.261 |
Communication Services | 3.180 | 5.565 |
Basic Materials | 2.060 | 3.412 |
Real Estate | 0.020 | 3.509 |
Number of long holdings: 592
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 4.00 | 191.17 | -0.68% | |
JPMorgan | US46625H1005 | 3.58 | 244.62 | +0.58% | |
Exxon Mobil | US30231G1022 | 2.72 | 108.36 | -0.25% | |
UnitedHealth | US91324P1021 | 2.51 | 409.23 | -2.56% | |
P&G | US7427181091 | 2.09 | 162.26 | +0.25% | |
J&J | US4781601046 | 2.08 | 155.91 | +0.36% | |
Walmart | US9311421039 | 1.98 | 96.04 | +0.86% | |
AbbVie | US00287Y1091 | 1.93 | 193.51 | +0.61% | |
Home Depot | US4370761029 | 1.89 | 359.00 | +0.58% | |
Coca-Cola | US1912161007 | 1.45 | 72.35 | +0.78% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 690.61B | -4.82 | 8.12 | - | ||
Vanguard 500 Index Admiral | 533.44B | -4.28 | 9.02 | 12.46 | ||
Vanguard Total Stock Market Admiral | 381.66B | -4.83 | 8.10 | 11.74 | ||
Vanguard Total Intl Stock Index Inv | 210.14B | 5.46 | 4.59 | 5.14 | ||
Vanguard 500 Index Institutional Se | 194.95B | -4.28 | 9.05 | - |
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