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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.36 | 0.36 | 0.00 |
Shares | 99.64 | 99.64 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.53 | 20.75 |
Price to Book | 4.48 | 3.96 |
Price to Sales | 2.60 | 2.65 |
Price to Cash Flow | 16.18 | 13.91 |
Dividend Yield | 1.82 | 1.55 |
5 Years Earnings Growth | 8.59 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.14 | 28.78 |
Financial Services | 22.62 | 14.94 |
Healthcare | 15.17 | 11.76 |
Consumer Defensive | 10.34 | 6.17 |
Industrials | 10.24 | 9.88 |
Consumer Cyclical | 5.39 | 10.33 |
Basic Materials | 3.17 | 2.36 |
Energy | 2.75 | 3.68 |
Utilities | 2.50 | 2.65 |
Communication Services | 0.67 | 8.67 |
Number of long holdings: 340
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 5.66 | 293.70 | -2.95% | |
Microsoft | US5949181045 | 4.86 | 533.50 | +3.95% | |
JPMorgan | US46625H1005 | 3.99 | 296.24 | -1.13% | |
Apple | US0378331005 | 3.39 | 207.57 | -0.71% | |
Eli Lilly | US5324571083 | 3.02 | 740.07 | -2.63% | |
Visa A | US92826C8394 | 2.85 | 345.47 | -1.55% | |
Exxon Mobil | US30231G1022 | 2.31 | 111.64 | -0.23% | |
Mastercard | US57636Q1040 | 2.26 | 566.47 | +1.32% | |
Costco | US22160K1051 | 2.16 | 939.64 | +1.31% | |
Walmart | US9311421039 | 2.08 | 97.98 | +0.40% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 786.34B | 5.65 | 19.05 | 12.92 | ||
Vanguard 500 Index Admiral | 586.6B | 6.18 | 19.66 | 13.60 | ||
Vanguard Total Stock Market Admiral | 418.7B | 5.63 | 19.02 | 12.90 | ||
Vanguard Total Intl Stock Index Inv | 234.25B | 18.19 | 13.73 | 6.21 | ||
Vanguard 500 Index Institutional Se | 218.06B | 6.20 | 19.70 | - |
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