
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.44 | 0.44 | 0.00 |
Shares | 59.07 | 59.07 | 0.00 |
Bonds | 40.49 | 40.61 | 0.12 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.25 | 18.66 |
Price to Book | 3.68 | 3.21 |
Price to Sales | 2.44 | 2.24 |
Price to Cash Flow | 13.36 | 12.35 |
Dividend Yield | 1.51 | 1.96 |
5 Years Earnings Growth | 10.40 | 11.23 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.38 | 23.79 |
Financial Services | 14.56 | 15.73 |
Healthcare | 11.45 | 12.81 |
Consumer Cyclical | 10.35 | 10.08 |
Industrials | 8.66 | 10.19 |
Communication Services | 8.60 | 7.57 |
Consumer Defensive | 5.71 | 6.00 |
Energy | 3.74 | 4.95 |
Real Estate | 2.85 | 4.23 |
Utilities | 2.62 | 3.23 |
Basic Materials | 2.07 | 3.21 |
Number of long holdings: 16,207
Number of short holdings: 12
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.67 | 210.79 | +0.31% | |
Microsoft | US5949181045 | 3.07 | 392.66 | +0.38% | |
NVIDIA | US67066G1040 | 2.76 | 108.96 | +0.21% | |
Amazon.com | US0231351067 | 1.99 | 186.69 | -0.54% | |
Meta Platforms | US30303M1027 | 1.39 | 550.36 | +0.11% | |
Alphabet A | US02079K3059 | 0.99 | 159.50 | -0.69% | |
Berkshire Hathaway B | US0846707026 | 0.96 | 531.47 | +0.10% | |
Broadcom | US11135F1012 | 0.86 | 191.43 | -0.54% | |
Alphabet C | US02079K1079 | 0.80 | 161.41 | -0.62% | |
Tesla | US88160R1014 | 0.78 | 283.52 | -0.83% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 690.61B | -4.82 | 8.12 | - | ||
Vanguard 500 Index Admiral | 533.44B | -4.28 | 9.02 | 12.46 | ||
Vanguard Total Stock Market Admiral | 381.66B | -4.83 | 8.10 | 11.74 | ||
Vanguard Total Intl Stock Index Inv | 210.14B | 5.46 | 4.59 | 5.14 | ||
Vanguard 500 Index Institutional Se | 194.95B | -4.28 | 9.05 | - |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review