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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.43 | 0.43 | 0.00 |
Stocks | 99.57 | 99.57 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.84 | 19.65 |
Price to Book | 4.01 | 3.70 |
Price to Sales | 2.16 | 2.36 |
Price to Cash Flow | 15.14 | 13.57 |
Dividend Yield | 2.01 | 1.61 |
5 Years Earnings Growth | 9.26 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.36 | 26.48 |
Financial Services | 20.08 | 14.24 |
Healthcare | 16.25 | 13.69 |
Industrials | 12.44 | 10.19 |
Consumer Defensive | 11.78 | 6.53 |
Consumer Cyclical | 6.70 | 10.25 |
Basic Materials | 3.96 | 2.75 |
Energy | 3.34 | 4.46 |
Utilities | 2.14 | 2.44 |
Communication Services | 0.95 | 8.20 |
Number of long holdings: 343
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.88 | 415.13 | +0.23% | |
Apple | US0378331005 | 3.82 | 192.25 | +0.54% | |
Broadcom | US11135F1012 | 3.43 | 1,328.55 | -2.45% | |
JPMorgan | US46625H1005 | 3.34 | 202.63 | +1.66% | |
Exxon Mobil | US30231G1022 | 2.85 | 117.26 | +2.87% | |
UnitedHealth | US91324P1021 | 2.69 | 495.37 | +2.85% | |
Visa A | US92826C8394 | 2.44 | 272.46 | +0.43% | |
P&G | US7427181091 | 2.31 | 164.54 | +1.21% | |
Mastercard | US57636Q1040 | 2.25 | 447.07 | +1.12% | |
J&J | US4781601046 | 2.09 | 146.67 | +0.96% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
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