Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.08 | 1.08 | 0.00 |
Shares | 61.09 | 61.09 | 0.00 |
Bonds | 37.84 | 37.86 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.92 | 18.55 |
Price to Book | 4.01 | 3.24 |
Price to Sales | 2.67 | 2.26 |
Price to Cash Flow | 15.28 | 12.63 |
Dividend Yield | 1.37 | 1.93 |
5 Years Earnings Growth | 10.82 | 11.58 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.54 | 24.01 |
Financial Services | 14.00 | 15.21 |
Consumer Cyclical | 10.92 | 9.87 |
Healthcare | 10.88 | 12.99 |
Industrials | 9.09 | 10.25 |
Communication Services | 8.24 | 7.43 |
Consumer Defensive | 5.41 | 6.20 |
Energy | 3.56 | 4.99 |
Real Estate | 2.80 | 4.46 |
Utilities | 2.52 | 3.27 |
Basic Materials | 2.05 | 3.40 |
Number of long holdings: 16,204
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.59 | 250.42 | -0.71% | |
NVIDIA | US67066G1040 | 3.39 | 134.29 | -2.33% | |
Microsoft | US5949181045 | 3.30 | 421.50 | -0.78% | |
Amazon.com | US0231351067 | 2.06 | 219.39 | -0.86% | |
Meta Platforms | US30303M1027 | 1.31 | 585.51 | -0.97% | |
Alphabet A | US02079K3059 | 1.04 | 189.30 | -1.01% | |
Tesla | US88160R1014 | 0.98 | 403.84 | -3.25% | |
Alphabet C | US02079K1079 | 0.85 | 190.44 | -1.17% | |
Berkshire Hathaway B | US0846707026 | 0.83 | 453.28 | +0.25% | |
Broadcom | US11135F1012 | 0.79 | 231.84 | -1.59% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 27.63 | 10.36 | - | ||
Vanguard 500 Index Admiral | 577.55B | 28.02 | 11.39 | 13.31 | ||
Vanguard Total Stock Market Admiral | 421.1B | 27.60 | 10.34 | 12.84 | ||
Vanguard Total Intl Stock Index Inv | 206B | 7.87 | 2.85 | 4.88 | ||
Vanguard 500 Index Institutional Se | 204.82B | 28.06 | 11.42 | - |
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