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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.22 | 0.22 | 0.00 |
Shares | 99.78 | 99.78 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.31 | 20.75 |
Price to Book | 4.46 | 3.96 |
Price to Sales | 3.00 | 2.65 |
Price to Cash Flow | 15.20 | 13.91 |
Dividend Yield | 1.41 | 1.55 |
5 Years Earnings Growth | 9.43 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.40 | 28.78 |
Financial Services | 13.58 | 14.94 |
Consumer Cyclical | 10.55 | 10.33 |
Communication Services | 9.81 | 8.67 |
Healthcare | 9.35 | 11.76 |
Industrials | 7.75 | 9.88 |
Consumer Defensive | 5.49 | 6.17 |
Energy | 2.98 | 3.68 |
Utilities | 2.40 | 2.65 |
Real Estate | 2.04 | 2.25 |
Basic Materials | 1.67 | 2.36 |
Number of long holdings: 508
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.33 | 179.42 | +0.65% | |
Microsoft | US5949181045 | 7.04 | 524.94 | -0.53% | |
Apple | US0378331005 | 5.83 | 213.25 | +5.09% | |
Amazon.com | US0231351067 | 3.94 | 222.31 | +4.00% | |
Meta Platforms | US30303M1027 | 3.05 | 771.99 | +1.12% | |
Broadcom | US11135F1012 | 2.47 | 301.67 | +2.98% | |
Alphabet A | US02079K3059 | 1.95 | 196.09 | +0.73% | |
Berkshire Hathaway B | US0846707026 | 1.70 | 468.91 | +1.02% | |
Tesla | US88160R1014 | 1.69 | 319.91 | +3.62% | |
Alphabet C | US02079K1079 | 1.58 | 196.92 | +0.82% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 798.34B | 5.65 | 19.05 | 12.92 | ||
Vanguard 500 Index Admiral | 598.15B | 6.18 | 19.66 | 13.60 | ||
Vanguard Total Stock Market Admiral | 426.73B | 5.63 | 19.02 | 12.90 | ||
Vanguard Total Intl Stock Index Inv | 230.36B | 18.19 | 13.73 | 6.21 | ||
Vanguard 500 Index Institutional Se | 218.06B | 6.20 | 19.70 | - |
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