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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.270 | 0.270 | 0.000 |
Stocks | 99.730 | 99.730 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.231 | 15.353 |
Price to Book | 2.536 | 2.424 |
Price to Sales | 1.710 | 1.633 |
Price to Cash Flow | 10.449 | 10.172 |
Dividend Yield | 3.062 | 2.604 |
5 Years Earnings Growth | 8.538 | 9.609 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.590 | 20.548 |
Healthcare | 13.050 | 15.262 |
Consumer Defensive | 12.550 | 8.432 |
Industrials | 12.410 | 11.936 |
Technology | 11.400 | 12.472 |
Energy | 10.660 | 8.456 |
Consumer Cyclical | 7.830 | 6.479 |
Utilities | 5.880 | 4.999 |
Communication Services | 3.260 | 5.483 |
Basic Materials | 2.360 | 3.930 |
Real Estate | 0.010 | 3.600 |
Number of long holdings: 560
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.44 | 198.43 | +1.45% | |
Broadcom | US11135F1012 | 3.39 | 1,398.14 | -1.12% | |
Exxon Mobil | US30231G1022 | 2.76 | 118.34 | -0.28% | |
Home Depot | US4370761029 | 2.28 | 333.71 | -1.22% | |
Procter&Gamble | US7427181091 | 2.27 | 167.82 | +0.30% | |
J&J | US4781601046 | 2.26 | 150.93 | -0.23% | |
Merck&Co | US58933Y1055 | 1.99 | 130.55 | -0.34% | |
AbbVie | US00287Y1091 | 1.91 | 162.59 | -1.20% | |
Chevron | US1667641005 | 1.56 | 160.09 | -0.65% | |
Bank of America | US0605051046 | 1.55 | 39.28 | +1.19% |
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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