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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.200 | 0.200 | 0.000 |
Shares | 99.800 | 99.800 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 33.292 | 28.563 |
Price to Book | 10.221 | 7.266 |
Price to Sales | 7.372 | 4.769 |
Price to Cash Flow | 21.826 | 18.277 |
Dividend Yield | 0.552 | 0.721 |
5 Years Earnings Growth | 10.732 | 12.681 |
Name | Net % | Category Average |
---|---|---|
Technology | 56.290 | 39.918 |
Consumer Cyclical | 15.150 | 14.261 |
Communication Services | 12.070 | 12.859 |
Financial Services | 5.740 | 9.829 |
Healthcare | 5.240 | 10.291 |
Consumer Defensive | 1.970 | 3.588 |
Industrials | 1.530 | 7.108 |
Real Estate | 1.300 | 1.433 |
Basic Materials | 0.710 | 1.638 |
Number of long holdings: 72
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 13.50 | 524.11 | -1.76% | |
NVIDIA | US67066G1040 | 13.35 | 173.72 | -2.33% | |
Apple | US0378331005 | 11.15 | 202.38 | -2.50% | |
Amazon.com | US0231351067 | 7.52 | 214.75 | -8.27% | |
Broadcom | US11135F1012 | 4.82 | 288.64 | -1.72% | |
Meta Platforms | US30303M1027 | 4.56 | 750.01 | -3.03% | |
Tesla | US88160R1014 | 3.34 | 302.63 | -1.83% | |
Eli Lilly | US5324571083 | 2.57 | 762.33 | +3.01% | |
Alphabet A | US02079K3059 | 2.43 | 189.13 | -1.44% | |
Visa A | US92826C8394 | 2.35 | 339.35 | -1.77% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 786.34B | 5.65 | 19.05 | 12.92 | ||
Vanguard 500 Index Admiral | 586.6B | 6.18 | 19.66 | 13.60 | ||
Vanguard Total Stock Market Admiral | 418.7B | 5.63 | 19.02 | 12.90 | ||
Vanguard Total Intl Stock Index Inv | 234.25B | 18.19 | 13.73 | 6.21 | ||
Vanguard 500 Index Institutional Se | 218.06B | 6.20 | 19.70 | - |
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