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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.36 | 0.36 | 0.00 |
Shares | 99.64 | 99.64 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.57 | 20.01 |
Price to Book | 4.34 | 3.84 |
Price to Sales | 2.88 | 2.51 |
Price to Cash Flow | 15.59 | 14.04 |
Dividend Yield | 1.42 | 1.58 |
5 Years Earnings Growth | 11.84 | 11.90 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.98 | 27.61 |
Financial Services | 12.47 | 14.13 |
Healthcare | 11.62 | 13.41 |
Consumer Cyclical | 10.28 | 10.11 |
Communication Services | 8.87 | 8.15 |
Industrials | 7.58 | 9.79 |
Consumer Defensive | 5.87 | 6.40 |
Energy | 3.32 | 4.08 |
Utilities | 2.67 | 2.70 |
Real Estate | 2.34 | 2.42 |
Basic Materials | 2.00 | 2.62 |
Number of long holdings: 508
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.25 | 226.87 | +0.78% | |
Microsoft | US5949181045 | 6.55 | 427.15 | +0.46% | |
NVIDIA | US67066G1040 | 6.12 | 148.81 | +1.74% | |
Amazon.com | US0231351067 | 3.56 | 212.75 | -0.63% | |
Meta Platforms | US30303M1027 | 2.56 | 579.79 | -0.04% | |
Alphabet A | US02079K3059 | 1.99 | 174.85 | -2.25% | |
Berkshire Hathaway B | US0846707026 | 1.73 | 468.11 | +0.00% | |
Alphabet C | US02079K1079 | 1.64 | 176.51 | -2.20% | |
Broadcom | US11135F1012 | 1.64 | 172.59 | -0.57% | |
Tesla | US88160R1014 | 1.49 | 322.15 | -2.45% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 19.69 | 7.49 | - | ||
Vanguard 500 Index Admiral | 552.77B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 401.69B | 19.67 | 7.47 | 12.38 | ||
Vanguard Total Intl Stock Index Inv | 214.44B | 8.15 | 1.40 | 4.88 | ||
Vanguard Institutional Idx Instl Pl | 183.19B | 20.95 | 9.06 | 12.99 |
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