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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.67 | 0.67 | 0.00 |
Shares | 99.33 | 99.33 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.70 | 15.64 |
Price to Book | 2.03 | 2.48 |
Price to Sales | 1.20 | 1.69 |
Price to Cash Flow | 8.55 | 10.46 |
Dividend Yield | 2.52 | 2.53 |
5 Years Earnings Growth | 7.18 | 9.64 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.86 | 21.21 |
Industrials | 13.61 | 11.67 |
Healthcare | 13.53 | 15.60 |
Communication Services | 9.51 | 5.54 |
Technology | 9.14 | 12.46 |
Consumer Defensive | 8.13 | 8.55 |
Consumer Cyclical | 7.91 | 6.76 |
Utilities | 5.41 | 5.34 |
Real Estate | 4.56 | 3.52 |
Basic Materials | 4.34 | 3.41 |
Energy | 4.00 | 7.60 |
Number of long holdings: 257
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway Inc Class B | - | 2.96 | - | - | |
JPMorgan Chase & Co | - | 2.82 | - | - | |
Johnson & Johnson | - | 2.66 | - | - | |
Walmart Inc | - | 1.82 | - | - | |
Verizon Communications Inc | - | 1.81 | - | - | |
Intel Corp | - | 1.71 | - | - | |
Procter & Gamble Co | - | 1.42 | - | - | |
Citigroup Inc | - | 1.40 | - | - | |
Bank of America Corp | - | 1.38 | - | - | |
Alphabet Inc Class C | - | 1.35 | - | - |
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 | -4.94 | 12.13 | 12.28 | ||
Vanguard Total Stock Market Admiral | 399.92B | -5.47 | 11.31 | 11.61 | ||
Vanguard Total Intl Stock Index Inv | 226.68B | 8.74 | 7.96 | 4.94 | ||
Vanguard 500 Index Institutional Se | 207.44B | 1.06 | 14.40 | - |
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