
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.22 | 0.22 | 0.00 |
Shares | 99.78 | 99.78 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.57 | 20.06 |
Price to Book | 3.89 | 3.89 |
Price to Sales | 2.58 | 2.57 |
Price to Cash Flow | 13.70 | 13.79 |
Dividend Yield | 1.51 | 1.57 |
5 Years Earnings Growth | 10.37 | 11.03 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.82 | 27.77 |
Financial Services | 14.47 | 15.01 |
Healthcare | 11.11 | 12.62 |
Consumer Cyclical | 10.47 | 10.39 |
Communication Services | 9.14 | 8.43 |
Industrials | 8.21 | 9.56 |
Consumer Defensive | 5.84 | 6.30 |
Energy | 3.71 | 3.96 |
Real Estate | 2.61 | 2.31 |
Utilities | 2.59 | 2.80 |
Basic Materials | 2.03 | 2.39 |
Number of long holdings: 1,012
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.34 | 209.27 | +5.55% | |
Microsoft | US5949181045 | 5.41 | 445.29 | +1.50% | |
NVIDIA | US67066G1040 | 4.92 | 122.51 | +5.02% | |
Amazon.com | US0231351067 | 3.46 | 207.76 | +7.62% | |
Meta Platforms | US30303M1027 | 2.45 | 635.92 | +7.33% | |
Berkshire Hathaway B | US0846707026 | 1.89 | 511.31 | -0.47% | |
Alphabet A | US02079K3059 | 1.76 | 158.49 | +3.75% | |
Broadcom | US11135F1012 | 1.49 | 218.58 | +4.99% | |
Alphabet C | US02079K1079 | 1.47 | 159.85 | +3.54% | |
Tesla | US88160R1014 | 1.40 | 318.41 | +6.76% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 690.61B | -5.46 | 11.33 | 11.64 | ||
Vanguard 500 Index Admiral | 533.44B | -4.94 | 12.13 | 12.28 | ||
Vanguard Total Stock Market Admiral | 381.66B | -5.47 | 11.31 | 11.61 | ||
Vanguard Total Intl Stock Index Inv | 210.14B | 8.74 | 7.96 | 4.94 | ||
Vanguard 500 Index Institutional Se | 194.95B | -4.92 | 12.16 | - |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review