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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.25 | 0.25 | 0.00 |
Shares | 99.75 | 99.75 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.63 | 20.92 |
Price to Book | 3.97 | 3.99 |
Price to Sales | 2.67 | 2.67 |
Price to Cash Flow | 14.06 | 14.02 |
Dividend Yield | 1.40 | 1.54 |
5 Years Earnings Growth | 9.50 | 10.54 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.12 | 29.03 |
Financial Services | 14.08 | 14.91 |
Consumer Cyclical | 10.77 | 10.29 |
Healthcare | 9.59 | 11.65 |
Communication Services | 9.46 | 8.74 |
Industrials | 8.83 | 9.86 |
Consumer Defensive | 5.22 | 6.12 |
Energy | 3.10 | 3.66 |
Real Estate | 2.54 | 2.23 |
Utilities | 2.33 | 2.62 |
Basic Materials | 1.97 | 2.37 |
Number of long holdings: 2,807
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 6.17 | 182.70 | +1.07% | |
Microsoft | US5949181045 | 6.15 | 522.04 | +0.23% | |
Apple | US0378331005 | 5.05 | 229.35 | +4.24% | |
Amazon.com | US0231351067 | 3.51 | 222.69 | -0.20% | |
Meta Platforms | US30303M1027 | 2.69 | 769.30 | +0.98% | |
Broadcom | US11135F1012 | 2.12 | 304.97 | +0.40% | |
Alphabet A | US02079K3059 | 1.71 | 201.42 | +2.49% | |
Berkshire Hathaway B | US0846707026 | 1.49 | 465.40 | +0.85% | |
Tesla | US88160R1014 | 1.49 | 329.65 | +2.29% | |
Alphabet C | US02079K1079 | 1.40 | 202.09 | +2.44% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 786.34B | 8.05 | 16.40 | 12.99 | ||
Vanguard 500 Index Admiral | 586.6B | 8.56 | 17.05 | 13.62 | ||
Vanguard Total Stock Market Admiral | 418.7B | 8.04 | 16.38 | 12.97 | ||
Vanguard Total Intl Stock Index Inv | 234.25B | 17.07 | 12.03 | 6.19 | ||
Vanguard 500 Index Institutional Se | 218.06B | 8.57 | 17.09 | - |
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