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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.32 | 3.32 | 0.00 |
Shares | 96.57 | 96.57 | 0.00 |
Bonds | 0.12 | 0.12 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.51 | 28.56 |
Price to Book | 6.16 | 7.27 |
Price to Sales | 3.33 | 4.77 |
Price to Cash Flow | 17.06 | 18.28 |
Dividend Yield | 0.85 | 0.72 |
5 Years Earnings Growth | 14.70 | 12.68 |
Name | Net % | Category Average |
---|---|---|
Technology | 36.57 | 39.92 |
Consumer Cyclical | 21.86 | 14.26 |
Healthcare | 13.63 | 10.29 |
Financial Services | 12.87 | 9.83 |
Industrials | 7.85 | 7.11 |
Consumer Defensive | 4.44 | 3.59 |
Real Estate | 0.98 | 1.43 |
Basic Materials | 0.84 | 1.64 |
Communication Services | 0.53 | 12.86 |
Energy | 0.37 | 1.31 |
Utilities | 0.05 | 1.20 |
Number of long holdings: 243
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com Inc | - | 6.53 | - | - | |
Microsoft Corp | - | 5.11 | - | - | |
Apple Inc | - | 3.84 | - | - | |
Alphabet Inc Class C | - | 3.63 | - | - | |
Mastercard Inc A | - | 3.08 | - | - | |
Netflix Inc | - | 2.61 | - | - | |
Facebook Inc A | - | 2.35 | - | - | |
Visa Inc Class A | - | 2.33 | - | - | |
Salesforce.com Inc | - | 2.19 | - | - | |
Tesla Inc | - | 2.14 | - | - |
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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