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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.18 | 0.18 | 0.00 |
Shares | 99.83 | 99.83 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.24 | 18.96 |
Price to Book | 4.01 | 3.60 |
Price to Sales | 2.57 | 2.28 |
Price to Cash Flow | 14.45 | 13.12 |
Dividend Yield | 1.49 | 1.66 |
5 Years Earnings Growth | 12.02 | 11.30 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.85 | 26.36 |
Healthcare | 12.57 | 13.90 |
Financial Services | 12.50 | 14.15 |
Consumer Cyclical | 10.80 | 10.26 |
Communication Services | 8.89 | 8.12 |
Industrials | 8.22 | 10.09 |
Consumer Defensive | 5.93 | 6.63 |
Energy | 3.71 | 4.45 |
Real Estate | 2.31 | 2.45 |
Utilities | 2.13 | 2.45 |
Basic Materials | 2.09 | 2.76 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.18 | 420.61 | -0.19% | |
Apple | US0378331005 | 6.17 | 171.69 | -0.93% | |
NVIDIA | US67066G1040 | 4.56 | 904.32 | +0.20% | |
Amazon.com | US0231351067 | 3.75 | 180.37 | +0.30% | |
Meta Platforms | US30303M1027 | 2.54 | 488.26 | -1.13% | |
Alphabet A | US02079K3059 | 1.91 | 150.79 | -0.05% | |
Berkshire Hathaway B | US0846707026 | 1.74 | 418.59 | +0.40% | |
Alphabet C | US02079K1079 | 1.63 | 152.15 | +0.14% | |
Eli Lilly | US5324571083 | 1.40 | 782.12 | +0.51% | |
Broadcom | US11135F1012 | 1.33 | 1,321.00 | +0.17% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 637.59B | 6.58 | 9.74 | - | ||
Vanguard 500 Index Admiral | 489.26B | 7.10 | 11.86 | 12.66 | ||
Vanguard Total Stock Market Admiral | 361.74B | 6.58 | 9.72 | 11.97 | ||
Vanguard Total Intl Stock Index Inv | 189.64B | 1.24 | 1.38 | 4.11 | ||
Vanguard Institutional Idx Instl Pl | 163.78B | 7.11 | 11.88 | 12.69 |
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