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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.14 | 0.14 | 0.00 |
Shares | 99.86 | 99.86 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.24 | 15.50 |
Price to Book | 2.38 | 2.42 |
Price to Sales | 1.73 | 1.64 |
Price to Cash Flow | 10.89 | 10.22 |
Dividend Yield | 2.20 | 2.61 |
5 Years Earnings Growth | 8.75 | 9.63 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.56 | 20.41 |
Healthcare | 15.83 | 15.32 |
Industrials | 14.02 | 11.77 |
Technology | 10.33 | 12.71 |
Consumer Defensive | 7.66 | 8.57 |
Energy | 7.39 | 8.39 |
Consumer Cyclical | 6.47 | 6.43 |
Real Estate | 4.76 | 3.72 |
Utilities | 4.74 | 5.17 |
Communication Services | 4.20 | 5.43 |
Basic Materials | 4.05 | 3.80 |
Number of long holdings: 877
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 3.29 | 455.31 | -0.96% | |
JPMorgan | US46625H1005 | 2.50 | 211.09 | +0.29% | |
Exxon Mobil | US30231G1022 | 2.18 | 115.27 | -0.63% | |
UnitedHealth | US91324P1021 | 2.03 | 575.00 | -0.36% | |
J&J | US4781601046 | 1.56 | 164.16 | -0.40% | |
Walmart | US9311421039 | 1.22 | 79.06 | +1.31% | |
P&G | US7427181091 | 1.21 | 174.22 | +1.56% | |
Chevron | US1667641005 | 1.13 | 145.68 | +0.48% | |
Bank of America | US0605051046 | 1.12 | 40.27 | -1.47% | |
Thermo Fisher Scientific | US8835561023 | 0.96 | 613.69 | -1.06% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 700.88B | 18.17 | 7.72 | - | ||
Vanguard 500 Index Admiral | 542.14B | 19.49 | 9.33 | 12.94 | ||
Vanguard Total Stock Market Admiral | 395.58B | 18.16 | 7.70 | 12.31 | ||
Vanguard Total Intl Stock Index Inv | 209.55B | 10.64 | 1.87 | 4.55 | ||
Vanguard 500 Index Institutional Se | 188.05B | 19.51 | 9.36 | - |
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