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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.26 | 2.26 | 0.00 |
Shares | 60.39 | 60.39 | 0.00 |
Bonds | 37.35 | 37.39 | 0.04 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.23 | 19.29 |
Price to Book | 3.95 | 3.31 |
Price to Sales | 2.77 | 2.30 |
Price to Cash Flow | 14.23 | 12.51 |
Dividend Yield | 1.36 | 1.90 |
5 Years Earnings Growth | 10.30 | 10.76 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.48 | 24.72 |
Financial Services | 13.94 | 15.74 |
Consumer Cyclical | 10.74 | 10.07 |
Healthcare | 9.50 | 12.29 |
Communication Services | 9.47 | 7.72 |
Industrials | 9.00 | 10.26 |
Consumer Defensive | 4.92 | 5.99 |
Energy | 3.13 | 4.82 |
Real Estate | 2.53 | 3.21 |
Utilities | 2.30 | 3.23 |
Basic Materials | 1.98 | 3.14 |
Number of long holdings: 15,792
Number of short holdings: 7
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 3.93 | 187.62 | -0.67% | |
Microsoft | US5949181045 | 3.67 | 517.35 | +0.31% | |
Apple | US0378331005 | 3.38 | 258.02 | +0.35% | |
Amazon.com | US0231351067 | 2.13 | 219.51 | -1.30% | |
Meta Platforms | US30303M1027 | 1.56 | 710.56 | -2.27% | |
Broadcom | US11135F1012 | 1.36 | 338.37 | +0.06% | |
Alphabet A | US02079K3059 | 1.21 | 245.35 | -0.14% | |
Alphabet C | US02079K1079 | 0.96 | 246.45 | +0.01% | |
Tesla | US88160R1014 | 0.89 | 429.83 | -1.42% | |
JPMorgan | US46625H1005 | 0.82 | 310.03 | +0.81% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 817.66B | 10.52 | 18.78 | 13.95 | ||
Vanguard 500 Index Admiral | 606.89B | 10.76 | 19.49 | 14.56 | ||
Vanguard Total Stock Market Admiral | 435.01B | 10.50 | 18.76 | 13.92 | ||
Vanguard Total Intl Stock Index Inv | 238.18B | 21.97 | 15.17 | 7.44 | ||
Vanguard Institutional Idx Instl Pl | 195.67B | 10.77 | 19.51 | 14.59 |
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