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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.06 | 1.11 | 0.05 |
Shares | 36.93 | 36.93 | 0.00 |
Bonds | 61.93 | 61.93 | 0.00 |
Convertible | 0.08 | 0.08 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.59 | 16.40 |
Price to Book | 2.24 | 2.47 |
Price to Sales | 2.03 | 1.72 |
Price to Cash Flow | 9.84 | 10.27 |
Dividend Yield | 3.63 | 2.62 |
5 Years Earnings Growth | 10.59 | 10.39 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.67 | 15.01 |
Healthcare | 15.21 | 12.56 |
Consumer Defensive | 13.25 | 7.49 |
Industrials | 10.93 | 11.04 |
Energy | 10.34 | 6.42 |
Utilities | 8.48 | 3.90 |
Technology | 8.06 | 18.46 |
Basic Materials | 6.26 | 4.26 |
Real Estate | 5.46 | 6.98 |
Consumer Cyclical | 3.33 | 8.94 |
Number of long holdings: 1,476
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 1.73 | 193.37 | +0.15% | |
Merck&Co | US58933Y1055 | 1.33 | 130.78 | +2.98% | |
Pfizer | US7170811035 | 1.18 | 25.46 | -3.08% | |
J&J | US4781601046 | 1.10 | 146.94 | -1.07% | |
ConocoPhillips | US20825C1045 | 1.06 | 130.01 | +0.56% | |
EOG Resources | US26875P1012 | 1.05 | 136.12 | +0.39% | |
United States Treasury Notes | - | 0.90 | - | - | |
Philip Morris | US7181721090 | 0.84 | 96.64 | -2.40% | |
Rio Tinto ADR | US7672041008 | 0.75 | 67.79 | -0.51% | |
Cisco | US17275R1023 | 0.74 | 48.15 | -0.41% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 4.34 | 1.83 | 4.38 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
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