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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.21 | 0.21 | 0.00 |
Shares | 99.79 | 99.79 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.26 | 15.70 |
Price to Book | 2.32 | 2.47 |
Price to Sales | 1.74 | 1.69 |
Price to Cash Flow | 10.25 | 10.42 |
Dividend Yield | 2.26 | 2.54 |
5 Years Earnings Growth | 8.80 | 9.60 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.97 | 21.26 |
Industrials | 14.58 | 11.76 |
Healthcare | 13.31 | 15.39 |
Technology | 10.47 | 12.58 |
Consumer Defensive | 8.34 | 8.55 |
Consumer Cyclical | 6.36 | 6.80 |
Energy | 6.23 | 7.50 |
Utilities | 4.85 | 5.32 |
Real Estate | 4.74 | 3.51 |
Communication Services | 4.60 | 5.55 |
Basic Materials | 3.57 | 3.40 |
Number of long holdings: 872
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 3.70 | 485.68 | +0.13% | |
JPMorgan | US46625H1005 | 2.98 | 287.11 | -0.57% | |
Exxon Mobil | US30231G1022 | 1.81 | 109.38 | -0.55% | |
Walmart | US9311421039 | 1.72 | 97.27 | +1.30% | |
J&J | US4781601046 | 1.50 | 152.41 | +0.26% | |
P&G | US7427181091 | 1.25 | 159.86 | +0.78% | |
Bank of America | US0605051046 | 1.18 | 47.12 | -0.72% | |
Philip Morris | US7181721090 | 1.13 | 181.03 | +0.20% | |
UnitedHealth | US91324P1021 | 1.04 | 309.11 | +2.14% | |
Cisco | US17275R1023 | 1.01 | 68.65 | -0.44% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 748.58B | 0.54 | 13.73 | 12.17 | ||
Vanguard 500 Index Admiral | 560.5B | 1.05 | 14.37 | 12.82 | ||
Vanguard Total Stock Market Admiral | 399.92B | 0.53 | 13.71 | 12.15 | ||
Vanguard Total Intl Stock Index Inv | 226.68B | 13.77 | 9.10 | 5.52 | ||
Vanguard 500 Index Institutional Se | 207.44B | 1.06 | 14.40 | - |
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