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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1144 | 1083 | 1174 | 1912 | 2072 | 3940 |
| Fund Return | 14.37% | 8.26% | 17.37% | 24.12% | 15.69% | 14.7% |
| Place in category | 485 | 218 | 329 | 468 | 467 | 246 |
| % in Category | 39 | 20 | 29 | 39 | 42 | 31 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Ins Pls | 845.14B | 14.35 | 24.10 | 14.68 | ||
| Vanguard 500 Index Admiral | 626.03B | 14.80 | 24.88 | 15.26 | ||
| Vanguard Total Stock Market Admiral | 447.18B | 14.33 | 24.07 | 14.66 | ||
| Vanguard Total Intl Stock Index Inv | 246.07B | 26.39 | 20.70 | 8.25 | ||
| Vanguard Institutional Idx Instl Pl | 203.01B | 14.81 | 24.91 | 15.29 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Ins Pls | 845.14B | 14.35 | 24.10 | 14.68 | ||
| Fidelity 500 Index Institutional Pr | 722.95B | 14.82 | 24.92 | 15.29 | ||
| Vanguard 500 Index Admiral | 626.03B | 14.80 | 24.88 | 15.26 | ||
| Vanguard Total Stock Market Admiral | 447.18B | 14.33 | 24.07 | 14.66 | ||
| Vanguard Institutional Idx Instl Pl | 203.01B | 14.81 | 24.91 | 15.29 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| NVIDIA | US67066G1040 | 6.72 | 201.40 | +5.18% | |
| Microsoft | US5949181045 | 6.01 | 544.36 | +2.42% | |
| Apple | US0378331005 | 5.90 | 269.34 | +0.20% | |
| Amazon.com | US0231351067 | 3.29 | 230.48 | +1.54% | |
| Meta Platforms | US30303M1027 | 2.49 | 752.07 | +0.17% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
| Summary | Strong Buy | Strong Buy | Strong Buy |
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