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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.70 | 0.75 | 0.05 |
Shares | 37.86 | 37.86 | 0.00 |
Bonds | 61.44 | 61.44 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.19 | 17.46 |
Price to Book | 2.58 | 2.69 |
Price to Sales | 2.05 | 1.93 |
Price to Cash Flow | 10.81 | 11.19 |
Dividend Yield | 2.85 | 2.45 |
5 Years Earnings Growth | 8.81 | 10.05 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.96 | 16.23 |
Healthcare | 14.86 | 11.78 |
Industrials | 12.50 | 10.66 |
Technology | 11.63 | 19.99 |
Energy | 10.05 | 5.77 |
Consumer Defensive | 9.39 | 7.12 |
Utilities | 7.93 | 3.90 |
Consumer Cyclical | 5.05 | 9.13 |
Real Estate | 3.47 | 5.87 |
Basic Materials | 3.24 | 3.73 |
Communication Services | 0.93 | 6.70 |
Number of long holdings: 1,508
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 1.92 | 304.88 | +0.37% | |
JPMorgan | US46625H1005 | 1.22 | 288.77 | +0.64% | |
Bank of America | US0605051046 | 1.17 | 46.20 | +2.84% | |
Merck&Co | US58933Y1055 | 1.02 | 80.87 | +0.62% | |
UnitedHealth | US91324P1021 | 0.98 | 249.84 | +2.11% | |
J&J | US4781601046 | 0.98 | 173.61 | +1.21% | |
ConocoPhillips | US20825C1045 | 0.92 | 93.46 | +0.92% | |
Gilead | US3755581036 | 0.75 | 119.54 | +8.40% | |
PACCAR | US6937181088 | 0.73 | 97.54 | +0.80% | |
Unilever ADR | US9047677045 | 0.70 | 61.02 | -0.50% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 786.34B | 8.05 | 16.40 | 12.99 | ||
Vanguard 500 Index Admiral | 586.6B | 8.56 | 17.05 | 13.62 | ||
Vanguard Total Stock Market Admiral | 418.7B | 8.04 | 16.38 | 12.97 | ||
Vanguard Total Intl Stock Index Inv | 234.25B | 17.07 | 12.03 | 6.19 | ||
Vanguard 500 Index Institutional Se | 218.06B | 8.57 | 17.09 | - |
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