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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.15 | 0.15 | 0.00 |
Shares | 99.85 | 99.85 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.83 | 20.41 |
Price to Book | 4.33 | 3.99 |
Price to Sales | 2.88 | 2.63 |
Price to Cash Flow | 15.69 | 14.49 |
Dividend Yield | 1.43 | 1.52 |
5 Years Earnings Growth | 9.78 | 11.58 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.72 | 28.37 |
Financial Services | 13.16 | 14.41 |
Consumer Cyclical | 11.42 | 10.37 |
Healthcare | 10.10 | 12.58 |
Communication Services | 9.37 | 8.27 |
Industrials | 7.26 | 9.79 |
Consumer Defensive | 5.52 | 6.17 |
Energy | 3.16 | 3.88 |
Utilities | 2.51 | 2.81 |
Real Estate | 2.10 | 2.33 |
Basic Materials | 1.67 | 2.47 |
Number of long holdings: 506
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.59 | 223.66 | -0.08% | |
NVIDIA | US67066G1040 | 6.60 | 147.22 | +0.10% | |
Microsoft | US5949181045 | 6.28 | 446.71 | +0.11% | |
Amazon.com | US0231351067 | 4.12 | 235.42 | +0.17% | |
Meta Platforms | US30303M1027 | 2.56 | 636.45 | +2.08% | |
Tesla | US88160R1014 | 2.26 | 412.38 | -0.66% | |
Alphabet A | US02079K3059 | 2.22 | 197.98 | -0.20% | |
Broadcom | US11135F1012 | 2.17 | 240.28 | -0.26% | |
Alphabet C | US02079K1079 | 1.82 | 199.58 | -0.22% | |
Berkshire Hathaway B | US0846707026 | 1.67 | 459.83 | -0.15% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard Total Intl Stock Index Inv | 201.2B | 5.09 | 0.61 | 5.00 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
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