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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Shares | 62.19 | 62.19 | 0.00 |
| Bonds | 38.21 | 38.34 | 0.13 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 22.03 | 19.17 |
| Price to Book | 4.07 | 3.32 |
| Price to Sales | 2.86 | 2.32 |
| Price to Cash Flow | 14.65 | 12.61 |
| Dividend Yield | 1.31 | 1.88 |
| 5 Years Earnings Growth | 9.81 | 10.80 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 33.53 | 24.88 |
| Financial Services | 13.48 | 15.72 |
| Consumer Cyclical | 10.62 | 10.08 |
| Communication Services | 9.75 | 7.79 |
| Healthcare | 9.40 | 12.23 |
| Industrials | 8.87 | 10.22 |
| Consumer Defensive | 4.66 | 5.93 |
| Energy | 3.02 | 4.76 |
| Real Estate | 2.45 | 3.23 |
| Utilities | 2.33 | 3.24 |
| Basic Materials | 1.89 | 3.16 |
Number of long holdings: 15,948
Number of short holdings: 13
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| NVIDIA | US67066G1040 | 4.18 | 190.77 | +2.42% | |
| Microsoft | US5949181045 | 3.74 | 532.84 | +1.76% | |
| Apple | US0378331005 | 3.67 | 265.70 | +1.10% | |
| Amazon.com | US0231351067 | 2.05 | 226.92 | +1.21% | |
| Meta Platforms | US30303M1027 | 1.55 | 750.46 | +1.64% | |
| Broadcom | US11135F1012 | 1.51 | 358.00 | +1.09% | |
| Alphabet A | US02079K3059 | 1.37 | 266.17 | +2.40% | |
| Tesla | US88160R1014 | 1.18 | 449.30 | +3.59% | |
| Alphabet C | US02079K1079 | 1.09 | 266.74 | +2.39% | |
| JPMorgan | US46625H1005 | 0.84 | 302.34 | +0.63% |
| 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 |
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