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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.10 | 0.10 | 0.00 |
Shares | 47.21 | 47.21 | 0.00 |
Bonds | 52.69 | 52.69 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.46 | 17.46 |
Price to Book | 4.32 | 2.69 |
Price to Sales | 2.83 | 1.93 |
Price to Cash Flow | 15.12 | 11.19 |
Dividend Yield | 1.20 | 2.45 |
5 Years Earnings Growth | 9.53 | 10.05 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.50 | 19.99 |
Financial Services | 14.15 | 16.23 |
Consumer Cyclical | 10.81 | 9.13 |
Communication Services | 9.82 | 6.70 |
Healthcare | 9.24 | 11.78 |
Industrials | 8.91 | 10.66 |
Consumer Defensive | 5.22 | 7.12 |
Energy | 2.96 | 5.77 |
Utilities | 2.21 | 3.90 |
Real Estate | 2.16 | 5.87 |
Basic Materials | 2.02 | 3.73 |
Number of long holdings: 4,354
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.18 | 522.63 | +0.34% | |
NVIDIA | US67066G1040 | 3.17 | 182.88 | +1.16% | |
Apple | US0378331005 | 2.56 | 229.24 | +4.18% | |
Amazon.com | US0231351067 | 1.74 | 222.36 | -0.35% | |
Meta Platforms | US30303M1027 | 1.47 | 768.70 | +0.90% | |
Broadcom | US11135F1012 | 0.95 | 305.15 | +0.46% | |
Alphabet A | US02079K3059 | 0.84 | 201.24 | +2.40% | |
Alphabet C | US02079K1079 | 0.83 | 201.99 | +2.39% | |
Berkshire Hathaway B | US0846707026 | 0.81 | 464.59 | +0.68% | |
JPMorgan | US46625H1005 | 0.77 | 288.70 | +0.61% |
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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