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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.08 | 0.08 | 0.00 |
Shares | 99.92 | 99.92 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.20 | 19.91 |
Price to Book | 4.27 | 3.85 |
Price to Sales | 2.82 | 2.52 |
Price to Cash Flow | 15.16 | 14.05 |
Dividend Yield | 1.45 | 1.57 |
5 Years Earnings Growth | 11.55 | 11.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.02 | 27.68 |
Financial Services | 12.89 | 14.15 |
Healthcare | 11.18 | 13.32 |
Consumer Cyclical | 10.21 | 10.12 |
Communication Services | 9.11 | 8.18 |
Industrials | 7.54 | 9.82 |
Consumer Defensive | 5.76 | 6.36 |
Energy | 3.37 | 4.04 |
Utilities | 2.70 | 2.72 |
Real Estate | 2.28 | 2.41 |
Basic Materials | 1.93 | 2.60 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.12 | 229.87 | +0.59% | |
NVIDIA | US67066G1040 | 6.77 | 141.95 | -3.22% | |
Microsoft | US5949181045 | 6.26 | 417.00 | +1.00% | |
Amazon.com | US0231351067 | 3.61 | 197.12 | -0.64% | |
Meta Platforms | US30303M1027 | 2.57 | 559.14 | -0.70% | |
Alphabet A | US02079K3059 | 2.08 | 164.76 | -1.71% | |
Alphabet C | US02079K1079 | 1.72 | 166.57 | -1.58% | |
Berkshire Hathaway B | US0846707026 | 1.71 | 476.57 | +0.96% | |
Broadcom | US11135F1012 | 1.64 | 164.23 | +0.18% | |
Tesla | US88160R1014 | 1.44 | 352.56 | +3.80% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard Total Intl Stock Index Inv | 204.36B | 8.15 | 1.40 | 4.88 | ||
Vanguard Institutional Idx Instl Pl | 182.23B | 20.95 | 9.06 | 12.99 |
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