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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.08 | 0.08 | 0.00 |
Shares | 99.92 | 99.92 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.94 | 15.54 |
Price to Book | 2.74 | 2.51 |
Price to Sales | 1.82 | 1.73 |
Price to Cash Flow | 12.06 | 10.69 |
Dividend Yield | 2.26 | 2.48 |
5 Years Earnings Growth | 8.01 | 9.37 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.62 | 20.69 |
Healthcare | 16.48 | 15.33 |
Industrials | 13.33 | 11.81 |
Technology | 11.05 | 12.68 |
Consumer Defensive | 10.07 | 8.46 |
Energy | 6.78 | 7.70 |
Utilities | 5.12 | 5.42 |
Consumer Cyclical | 4.99 | 6.76 |
Communication Services | 3.35 | 5.51 |
Real Estate | 3.18 | 3.60 |
Basic Materials | 2.04 | 3.66 |
Number of long holdings: 337
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 3.21 | 453.28 | +0.25% | |
JPMorgan | US46625H1005 | 3.12 | 239.71 | +0.16% | |
UnitedHealth | US91324P1021 | 2.48 | 505.86 | -0.38% | |
Exxon Mobil | US30231G1022 | 2.30 | 107.57 | +1.71% | |
Home Depot | US4370761029 | 1.87 | 388.99 | -0.11% | |
P&G | US7427181091 | 1.85 | 167.65 | +0.34% | |
Walmart | US9311421039 | 1.80 | 90.35 | -0.24% | |
Broadcom | US11135F1012 | 1.66 | 231.84 | -1.59% | |
J&J | US4781601046 | 1.64 | 144.62 | +0.89% | |
Bank of America | US0605051046 | 1.46 | 43.95 | +0.09% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 27.63 | 10.36 | - | ||
Vanguard 500 Index Admiral | 577.55B | 28.02 | 11.39 | 13.31 | ||
Vanguard Total Stock Market Admiral | 421.1B | 27.60 | 10.34 | 12.84 | ||
Vanguard Total Intl Stock Index Inv | 206B | 7.87 | 2.85 | 4.88 | ||
Vanguard 500 Index Institutional Se | 204.82B | 28.06 | 11.42 | - |
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