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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.27 | 0.27 | 0.00 |
Shares | 99.73 | 99.73 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.33 | 21.06 |
Price to Book | 4.40 | 4.01 |
Price to Sales | 2.60 | 2.70 |
Price to Cash Flow | 16.06 | 14.11 |
Dividend Yield | 1.82 | 1.53 |
5 Years Earnings Growth | 8.48 | 10.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.60 | 29.26 |
Financial Services | 22.47 | 14.85 |
Healthcare | 14.62 | 11.50 |
Industrials | 10.63 | 9.88 |
Consumer Defensive | 10.04 | 6.04 |
Consumer Cyclical | 5.46 | 10.31 |
Basic Materials | 3.13 | 2.36 |
Energy | 2.82 | 3.66 |
Utilities | 2.61 | 2.62 |
Communication Services | 0.62 | 8.78 |
Number of long holdings: 340
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.01 | 297.39 | -3.65% | |
Microsoft | US5949181045 | 5.20 | 506.69 | -0.58% | |
JPMorgan | US46625H1005 | 4.07 | 301.42 | +0.12% | |
Apple | US0378331005 | 3.42 | 232.14 | -0.18% | |
Eli Lilly | US5324571083 | 2.86 | 732.58 | +0.08% | |
Visa A | US92826C8394 | 2.70 | 351.78 | +0.55% | |
Exxon Mobil | US30231G1022 | 2.38 | 114.29 | +0.83% | |
Mastercard | US57636Q1040 | 2.27 | 595.29 | +0.81% | |
Walmart | US9311421039 | 2.08 | 96.98 | +0.91% | |
Costco | US22160K1051 | 2.04 | 943.32 | -0.17% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 798.34B | 8.05 | 16.40 | 12.99 | ||
Vanguard 500 Index Admiral | 598.15B | 8.56 | 17.05 | 13.62 | ||
Vanguard Total Stock Market Admiral | 426.73B | 8.04 | 16.38 | 12.97 | ||
Vanguard Total Intl Stock Index Inv | 230.36B | 17.07 | 12.03 | 6.19 | ||
Vanguard Institutional Idx Instl Pl | 199.72B | 8.57 | 17.08 | 13.65 |
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