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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 1.18 | 1.18 | 0.00 |
| Shares | 98.82 | 98.82 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 16.57 | 16.14 |
| Price to Book | 2.64 | 2.53 |
| Price to Sales | 1.85 | 1.77 |
| Price to Cash Flow | 10.09 | 10.50 |
| Dividend Yield | 2.34 | 2.46 |
| 5 Years Earnings Growth | 8.23 | 9.23 |
| Name | Net % | Category Average |
|---|---|---|
| Financial Services | 24.65 | 21.38 |
| Healthcare | 15.21 | 14.53 |
| Industrials | 13.21 | 11.84 |
| Technology | 10.56 | 13.34 |
| Consumer Defensive | 9.69 | 8.05 |
| Energy | 6.70 | 7.32 |
| Utilities | 5.37 | 5.21 |
| Consumer Cyclical | 5.05 | 7.24 |
| Communication Services | 3.68 | 6.02 |
| Basic Materials | 3.12 | 3.39 |
| Real Estate | 2.76 | 3.36 |
Number of long holdings: 317
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| JPMorgan | US46625H1005 | 3.60 | 300.44 | +2.00% | |
| Berkshire Hathaway B | US0846707026 | 3.35 | 492.10 | +0.40% | |
| Exxon Mobil | US30231G1022 | 2.06 | 115.39 | -0.51% | |
| Walmart | US9311421039 | 1.94 | 106.17 | -0.65% | |
| J&J | US4781601046 | 1.92 | 190.40 | -1.08% | |
| AbbVie | US00287Y1091 | 1.76 | 227.99 | -0.11% | |
| Home Depot | US4370761029 | 1.73 | 386.68 | +0.43% | |
| P&G | US7427181091 | 1.55 | 152.49 | +0.18% | |
| Bank of America | US0605051046 | 1.34 | 52.57 | +1.56% | |
| UnitedHealth | US91324P1021 | 1.34 | 362.50 | +0.57% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Ins Pls | 845.14B | 14.35 | 24.10 | 14.68 | ||
| Vanguard 500 Index Admiral | 626.03B | 14.80 | 24.88 | 15.26 | ||
| Vanguard Total Stock Market Admiral | 447.18B | 14.33 | 24.07 | 14.66 | ||
| Vanguard Total Intl Stock Index Inv | 246.07B | 26.39 | 20.70 | 8.25 | ||
| Vanguard Institutional Idx Instl Pl | 203.01B | 14.81 | 24.91 | 15.29 |
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