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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.07 | 0.07 | 0.00 |
Shares | 99.93 | 99.93 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 30.94 | 28.54 |
Price to Book | 9.32 | 7.36 |
Price to Sales | 6.45 | 4.85 |
Price to Cash Flow | 20.15 | 19.18 |
Dividend Yield | 0.56 | 0.68 |
5 Years Earnings Growth | 12.96 | 13.76 |
Name | Net % | Category Average |
---|---|---|
Technology | 49.83 | 39.81 |
Consumer Cyclical | 15.01 | 14.68 |
Communication Services | 12.94 | 12.79 |
Financial Services | 6.56 | 9.64 |
Healthcare | 6.53 | 10.63 |
Industrials | 3.35 | 6.86 |
Consumer Defensive | 2.12 | 3.37 |
Real Estate | 1.40 | 1.41 |
Basic Materials | 1.15 | 1.61 |
Energy | 0.76 | 1.35 |
Utilities | 0.34 | 1.18 |
Number of long holdings: 183
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 13.09 | 172.42 | -4.98% | |
Microsoft | US5949181045 | 10.57 | 354.56 | -0.92% | |
NVIDIA | US67066G1040 | 10.41 | 96.30 | -1.37% | |
Amazon.com | US0231351067 | 7.20 | 170.66 | -2.62% | |
Meta Platforms | US30303M1027 | 5.22 | 510.45 | -1.12% | |
Tesla | US88160R1014 | 2.87 | 221.86 | -4.90% | |
Eli Lilly | US5324571083 | 2.83 | 726.24 | +0.35% | |
Alphabet A | US02079K3059 | 2.75 | 144.70 | -1.40% | |
Alphabet C | US02079K1079 | 2.24 | 146.58 | -1.78% | |
Visa A | US92826C8394 | 2.20 | 308.27 | -1.30% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 690.61B | 1.13 | 11.51 | - | ||
Vanguard 500 Index Admiral | 533.44B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 381.66B | 1.12 | 11.49 | 12.30 | ||
Vanguard Total Intl Stock Index Inv | 210.14B | 5.17 | 4.34 | 4.95 | ||
Vanguard 500 Index Institutional Se | 194.95B | 1.44 | 12.54 | - |
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