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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.12 | 0.12 | 0.00 |
Shares | 47.24 | 47.24 | 0.00 |
Bonds | 52.63 | 52.63 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.74 | 16.97 |
Price to Book | 3.81 | 2.65 |
Price to Sales | 2.49 | 1.88 |
Price to Cash Flow | 13.23 | 11.63 |
Dividend Yield | 1.37 | 2.46 |
5 Years Earnings Growth | 10.35 | 10.24 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.97 | 19.74 |
Financial Services | 14.51 | 16.21 |
Healthcare | 10.82 | 12.02 |
Consumer Cyclical | 10.61 | 9.18 |
Communication Services | 9.17 | 6.70 |
Industrials | 8.75 | 10.60 |
Consumer Defensive | 5.90 | 7.10 |
Energy | 3.15 | 5.73 |
Real Estate | 2.51 | 6.05 |
Utilities | 2.46 | 3.81 |
Basic Materials | 2.15 | 3.74 |
Number of long holdings: 4,289
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.85 | 203.92 | +1.64% | |
Microsoft | US5949181045 | 2.76 | 470.38 | +0.58% | |
NVIDIA | US67066G1040 | 2.35 | 141.72 | +1.24% | |
Amazon.com | US0231351067 | 1.57 | 213.57 | +2.72% | |
Meta Platforms | US30303M1027 | 1.18 | 697.71 | +1.91% | |
Berkshire Hathaway B | US0846707026 | 0.95 | 493.53 | +0.98% | |
Alphabet A | US02079K3059 | 0.84 | 173.68 | +3.25% | |
Alphabet C | US02079K1079 | 0.81 | 174.92 | +3.01% | |
Eli Lilly | US5324571083 | 0.76 | 769.88 | +0.55% | |
Broadcom | US11135F1012 | 0.71 | 246.93 | -5.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 748.58B | 0.54 | 13.73 | 12.17 | ||
Vanguard 500 Index Admiral | 560.5B | -4.94 | 12.13 | 12.28 | ||
Vanguard Total Stock Market Admiral | 399.92B | -5.47 | 11.31 | 11.61 | ||
Vanguard Total Intl Stock Index Inv | 226.68B | 8.74 | 7.96 | 4.94 | ||
Vanguard 500 Index Institutional Se | 207.44B | 1.06 | 14.40 | - |
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