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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.12 | 0.12 | 0.00 |
Shares | 99.88 | 99.88 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.98 | 19.98 |
Price to Book | 4.05 | 3.87 |
Price to Sales | 2.71 | 2.56 |
Price to Cash Flow | 13.84 | 13.67 |
Dividend Yield | 1.54 | 1.58 |
5 Years Earnings Growth | 9.92 | 10.95 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.68 | 27.75 |
Financial Services | 14.04 | 15.01 |
Healthcare | 10.85 | 12.65 |
Consumer Cyclical | 10.40 | 10.32 |
Communication Services | 9.46 | 8.43 |
Industrials | 7.66 | 9.60 |
Consumer Defensive | 6.15 | 6.33 |
Energy | 3.18 | 3.94 |
Utilities | 2.56 | 2.79 |
Real Estate | 2.25 | 2.32 |
Basic Materials | 1.77 | 2.38 |
Number of long holdings: 506
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.76 | 195.27 | -3.02% | |
Microsoft | US5949181045 | 6.22 | 450.18 | -1.03% | |
NVIDIA | US67066G1040 | 5.64 | 131.29 | -1.16% | |
Amazon.com | US0231351067 | 3.68 | 200.99 | -1.04% | |
Meta Platforms | US30303M1027 | 2.54 | 627.06 | -1.49% | |
Berkshire Hathaway B | US0846707026 | 2.07 | 503.46 | -0.02% | |
Alphabet A | US02079K3059 | 1.96 | 168.47 | -1.40% | |
Broadcom | US11135F1012 | 1.91 | 228.72 | -0.79% | |
Tesla | US88160R1014 | 1.67 | 339.34 | -0.50% | |
Alphabet C | US02079K1079 | 1.61 | 169.59 | -1.39% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 705.13B | -5.46 | 11.33 | 11.64 | ||
Vanguard 500 Index Admiral | 528.46B | -4.94 | 12.13 | 12.28 | ||
Vanguard Total Stock Market Admiral | 377.59B | -5.47 | 11.31 | 11.61 | ||
Vanguard Total Intl Stock Index Inv | 216.94B | 8.74 | 7.96 | 4.94 | ||
Vanguard 500 Index Institutional Se | 194.93B | -4.92 | 12.16 | - |
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