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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1115 | 1058 | 1120 | 1576 | 1554 | 2516 |
| Fund Return | 11.53% | 5.81% | 12% | 16.38% | 9.22% | 9.67% |
| Place in category | 202 | 71 | 98 | 119 | 188 | 65 |
| % in Category | 32 | 20 | 16 | 22 | 41 | 20 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Ins Pls | 845.14B | 14.35 | 24.10 | 14.68 | ||
| Vanguard 500 Index Admiral | 626.03B | 14.80 | 24.88 | 15.26 | ||
| Vanguard Total Stock Market Admiral | 447.18B | 14.33 | 24.07 | 14.66 | ||
| Vanguard Total Intl Stock Index Inv | 246.07B | 26.39 | 20.70 | 8.25 | ||
| Vanguard Institutional Idx Instl Pl | 203.01B | 14.81 | 24.91 | 15.29 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds American Balanced A | 124.04B | 14.09 | 17.33 | 9.93 | ||
| Vanguard Wellington Admiral | 105.84B | 12.97 | 16.84 | 10.19 | ||
| American Funds American Balanced R6 | 62.69B | 14.37 | 17.71 | 10.26 | ||
| Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 | ||
| Fidelity Balanced | 41.16B | 11.88 | 18.39 | 11.25 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| NVIDIA | US67066G1040 | 4.18 | 186.26 | +2.25% | |
| Microsoft | US5949181045 | 3.74 | 523.61 | +0.59% | |
| Apple | US0378331005 | 3.67 | 262.82 | +1.25% | |
| Amazon.com | US0231351067 | 2.05 | 224.21 | +1.41% | |
| Meta Platforms | US30303M1027 | 1.55 | 738.36 | +0.59% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
| Summary | Strong Buy | Strong Buy | Strong Buy |
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