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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.32 | 0.32 | 0.00 |
Stocks | 99.68 | 99.68 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.42 | 17.59 |
Price to Book | 4.35 | 3.61 |
Price to Sales | 1.13 | 1.43 |
Price to Cash Flow | 13.77 | 13.29 |
Dividend Yield | 2.57 | 2.78 |
5 Years Earnings Growth | 7.66 | 7.58 |
Name | Net % | Category Average |
---|---|---|
Consumer Defensive | 98.42 | 95.00 |
Consumer Cyclical | 0.74 | 2.12 |
Healthcare | 0.51 | 0.47 |
Basic Materials | 0.20 | 0.37 |
Industrials | 0.13 | 3.04 |
Number of long holdings: 106
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
P&G | US7427181091 | 12.27 | 164.54 | +1.21% | |
Costco | US22160K1051 | 10.05 | 809.89 | -0.67% | |
Walmart | US9311421039 | 7.96 | 65.76 | +1.34% | |
Coca-Cola | US1912161007 | 7.62 | 62.93 | +1.55% | |
PepsiCo | US7134481081 | 7.17 | 172.90 | +1.40% | |
Philip Morris | US7181721090 | 4.62 | 101.38 | +1.98% | |
Mondelez | US6092071058 | 3.61 | 68.53 | +0.94% | |
Altria | US02209S1033 | 2.90 | 46.25 | +1.78% | |
Colgate-Palmolive | US1941621039 | 2.71 | 92.96 | +2.23% | |
Target | US87612E1064 | 2.70 | 156.16 | +4.20% |
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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