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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1133 | 1061 | 1154 | 1535 | 1602 | 2442 |
| Fund Return | 13.27% | 6.06% | 15.37% | 15.36% | 9.88% | 9.34% |
| Place in category | 186 | 121 | 103 | 109 | 188 | 63 |
| % in Category | 30 | 26 | 15 | 22 | 40 | 19 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Ins Pls | 862.41B | 16.84 | 21.76 | 14.06 | ||
| Vanguard 500 Index Admiral | 636.97B | 17.48 | 22.63 | 14.60 | ||
| Vanguard Total Stock Market Admiral | 453.11B | 16.82 | 21.74 | 14.04 | ||
| Vanguard Total Intl Stock Index Inv | 248.4B | 28.32 | 19.97 | 7.76 | ||
| Vanguard Institutional Idx Instl Pl | 208.03B | 17.50 | 22.65 | 14.62 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds American Balanced A | 121.74B | 16.04 | 16.02 | 9.49 | ||
| Vanguard Wellington Admiral | 107.48B | 15.28 | 15.86 | 9.84 | ||
| American Funds American Balanced R6 | 61.4B | 16.36 | 16.38 | 9.83 | ||
| Fidelity Balanced | 42.99B | 14.38 | 17.48 | 10.91 | ||
| Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| NVIDIA | US67066G1040 | 4.18 | 180.58 | -0.03% | |
| Microsoft | US5949181045 | 3.74 | 473.54 | -1.02% | |
| Apple | US0378331005 | 3.67 | 271.79 | +2.08% | |
| Amazon.com | US0231351067 | 2.05 | 220.65 | +1.62% | |
| Meta Platforms | US30303M1027 | 1.55 | 595.39 | +1.06% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Sell | Buy | Strong Buy |
| Technical Indicators | Strong Sell | Sell | Strong Buy |
| Summary | Strong Sell | Neutral | Strong Buy |
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