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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.21 | 0.21 | 0.00 |
Shares | 99.79 | 99.79 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.60 | 21.01 |
Price to Book | 4.48 | 4.00 |
Price to Sales | 3.04 | 2.69 |
Price to Cash Flow | 15.38 | 14.08 |
Dividend Yield | 1.38 | 1.53 |
5 Years Earnings Growth | 9.82 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 35.35 | 29.16 |
Financial Services | 13.23 | 14.87 |
Consumer Cyclical | 10.58 | 10.28 |
Communication Services | 9.88 | 8.76 |
Healthcare | 8.82 | 11.59 |
Industrials | 7.85 | 9.86 |
Consumer Defensive | 5.23 | 6.08 |
Energy | 3.00 | 3.65 |
Utilities | 2.46 | 2.61 |
Real Estate | 1.99 | 2.23 |
Basic Materials | 1.62 | 2.36 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 8.07 | 174.98 | -0.24% | |
Microsoft | US5949181045 | 7.38 | 504.24 | -0.29% | |
Apple | US0378331005 | 5.77 | 224.90 | -0.49% | |
Amazon.com | US0231351067 | 4.12 | 221.95 | -0.83% | |
Meta Platforms | US30303M1027 | 3.12 | 739.10 | -1.15% | |
Broadcom | US11135F1012 | 2.57 | 289.60 | -0.54% | |
Alphabet A | US02079K3059 | 2.08 | 199.75 | +0.22% | |
Alphabet C | US02079K1079 | 1.68 | 200.62 | +0.21% | |
Berkshire Hathaway B | US0846707026 | 1.61 | 488.59 | -0.02% | |
Tesla | US88160R1014 | 1.61 | 320.11 | -1.17% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 798.34B | 8.05 | 16.40 | 12.99 | ||
Vanguard Total Stock Market Admiral | 426.73B | 8.04 | 16.38 | 12.97 | ||
Vanguard Total Intl Stock Index Inv | 230.36B | 17.07 | 12.03 | 6.19 | ||
Vanguard 500 Index Institutional Se | 218.06B | 8.57 | 17.09 | - | ||
Vanguard Institutional Idx Instl Pl | 199.72B | 8.57 | 17.08 | 13.65 |
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