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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.79 | 0.79 | 0.00 |
Shares | 37.34 | 37.34 | 0.00 |
Bonds | 61.79 | 61.79 | 0.00 |
Convertible | 0.08 | 0.08 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.96 | 16.99 |
Price to Book | 2.34 | 2.54 |
Price to Sales | 2.12 | 1.80 |
Price to Cash Flow | 10.84 | 10.74 |
Dividend Yield | 3.34 | 2.53 |
5 Years Earnings Growth | 8.78 | 10.55 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.61 | 15.25 |
Healthcare | 16.18 | 12.44 |
Consumer Defensive | 11.64 | 7.22 |
Energy | 11.11 | 6.30 |
Technology | 10.49 | 19.41 |
Industrials | 10.14 | 10.96 |
Utilities | 7.40 | 3.75 |
Basic Materials | 4.82 | 4.09 |
Real Estate | 4.35 | 6.61 |
Consumer Cyclical | 3.67 | 8.89 |
Communication Services | 1.58 | 6.26 |
Number of long holdings: 1,477
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 1.70 | 210.50 | +0.34% | |
Merck&Co | US58933Y1055 | 1.32 | 113.69 | +0.53% | |
EOG Resources | US26875P1012 | 1.16 | 122.44 | +1.72% | |
ConocoPhillips | US20825C1045 | 1.10 | 104.72 | +2.36% | |
J&J | US4781601046 | 1.10 | 161.40 | +0.01% | |
Pfizer | US7170811035 | 1.06 | 29.09 | +0.41% | |
Broadcom | US11135F1012 | 1.01 | 172.69 | -3.03% | |
Cisco | US17275R1023 | 0.84 | 53.02 | +0.32% | |
Philip Morris | US7181721090 | 0.76 | 120.62 | -0.19% | |
Unilever ADR | US9047677045 | 0.75 | 65.44 | +0.31% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 700.88B | 18.17 | 7.72 | - | ||
Vanguard 500 Index Admiral | 542.14B | 19.49 | 9.33 | 12.94 | ||
Vanguard Total Stock Market Admiral | 395.58B | 18.16 | 7.70 | 12.31 | ||
Vanguard Total Intl Stock Index Inv | 209.55B | 10.64 | 1.87 | 4.55 | ||
Vanguard 500 Index Institutional Se | 188.05B | 19.51 | 9.36 | - |
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