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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.04 | 2.04 | 0.00 |
Stocks | 97.96 | 97.96 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.29 | 15.28 |
Price to Book | 2.34 | 2.41 |
Price to Sales | 1.77 | 1.62 |
Price to Cash Flow | 10.07 | 10.12 |
Dividend Yield | 3.09 | 2.62 |
5 Years Earnings Growth | 8.32 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.16 | 20.54 |
Healthcare | 15.01 | 15.25 |
Consumer Defensive | 11.99 | 8.47 |
Energy | 11.28 | 8.52 |
Technology | 10.02 | 12.44 |
Industrials | 9.83 | 11.92 |
Utilities | 7.42 | 5.05 |
Consumer Cyclical | 5.18 | 6.46 |
Basic Materials | 3.85 | 3.94 |
Real Estate | 2.25 | 3.57 |
Communication Services | 2.02 | 5.46 |
Number of long holdings: 203
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co | - | 4.19 | - | - | |
Merck & Co Inc | - | 2.69 | - | - | |
Johnson & Johnson | - | 2.49 | - | - | |
ConocoPhillips | - | 2.46 | - | - | |
Broadcom Inc | - | 2.43 | - | - | |
EOG Resources Inc | - | 2.28 | - | - | |
Cisco Systems Inc | - | 2.21 | - | - | |
Pfizer | US7170811035 | 1.87 | 29.49 | +0.61% | |
Procter & Gamble Co | - | 1.58 | - | - | |
Qualcomm Inc | - | 1.48 | - | - |
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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