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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.18 | 0.18 | 0.00 |
Shares | 99.82 | 99.82 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.90 | 20.22 |
Price to Book | 4.10 | 3.92 |
Price to Sales | 2.74 | 2.60 |
Price to Cash Flow | 14.07 | 13.92 |
Dividend Yield | 1.52 | 1.56 |
5 Years Earnings Growth | 10.33 | 11.10 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.00 | 27.94 |
Financial Services | 14.21 | 14.99 |
Healthcare | 11.19 | 12.52 |
Consumer Cyclical | 10.35 | 10.43 |
Communication Services | 9.33 | 8.49 |
Industrials | 7.46 | 9.56 |
Consumer Defensive | 6.03 | 6.26 |
Energy | 3.66 | 3.90 |
Utilities | 2.72 | 2.75 |
Real Estate | 2.27 | 2.31 |
Basic Materials | 1.79 | 2.37 |
Number of long holdings: 506
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.00 | 205.35 | -3.74% | |
Microsoft | US5949181045 | 5.86 | 435.28 | +2.32% | |
NVIDIA | US67066G1040 | 5.57 | 114.50 | +2.59% | |
Amazon.com | US0231351067 | 3.77 | 189.98 | -0.12% | |
Meta Platforms | US30303M1027 | 2.65 | 597.02 | +4.34% | |
Berkshire Hathaway B | US0846707026 | 2.05 | 539.80 | +1.80% | |
Alphabet A | US02079K3059 | 1.89 | 164.03 | +1.69% | |
Broadcom | US11135F1012 | 1.65 | 203.64 | +3.20% | |
Alphabet C | US02079K1079 | 1.55 | 165.81 | +1.86% | |
Tesla | US88160R1014 | 1.52 | 287.21 | +2.38% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 690.61B | -4.82 | 8.12 | - | ||
Vanguard 500 Index Admiral | 533.44B | -4.28 | 9.02 | 12.46 | ||
Vanguard Total Stock Market Admiral | 381.66B | -4.83 | 8.10 | 11.74 | ||
Vanguard Total Intl Stock Index Inv | 210.14B | 5.46 | 4.59 | 5.14 | ||
Vanguard 500 Index Institutional Se | 194.95B | -4.28 | 9.05 | - |
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