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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1132 | 1060 | 1152 | 1530 | 1593 | 2415 |
| Fund Return | 13.15% | 6.04% | 15.22% | 15.23% | 9.76% | 9.22% |
| Place in category | 176 | 111 | 105 | 121 | 197 | 65 |
| % in Category | 28 | 24 | 15 | 26 | 40 | 20 |
| 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 | 122.9B | 16.04 | 16.02 | 9.49 | ||
| Vanguard Wellington Admiral | 107.48B | 12.97 | 16.84 | 10.19 | ||
| American Funds American Balanced R6 | 61.95B | 16.36 | 16.38 | 9.83 | ||
| Vanguard Balanced Index Adm | 49.82B | 13.27 | 15.36 | 9.34 | ||
| Fidelity Balanced | 42.99B | 14.38 | 17.48 | 10.91 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| NVIDIA | US67066G1040 | 4.18 | 188.15 | +0.04% | |
| Microsoft | US5949181045 | 3.74 | 496.82 | -0.06% | |
| Apple | US0378331005 | 3.67 | 268.47 | -0.48% | |
| Amazon.com | US0231351067 | 2.05 | 244.41 | +0.56% | |
| Meta Platforms | US30303M1027 | 1.55 | 621.71 | +0.45% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Neutral | Buy | Buy |
| Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
| Summary | Sell | Strong Buy | Strong Buy |
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