Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.28 | 0.28 | 0.00 |
Shares | 99.72 | 99.72 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.33 | 20.16 |
Price to Book | 3.83 | 3.82 |
Price to Sales | 2.52 | 2.50 |
Price to Cash Flow | 14.47 | 13.99 |
Dividend Yield | 1.43 | 1.58 |
5 Years Earnings Growth | 12.11 | 11.94 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.56 | 27.57 |
Financial Services | 13.26 | 14.16 |
Healthcare | 12.37 | 13.49 |
Consumer Cyclical | 10.00 | 10.07 |
Industrials | 8.86 | 9.77 |
Communication Services | 8.09 | 8.14 |
Consumer Defensive | 5.68 | 6.41 |
Energy | 3.66 | 4.12 |
Real Estate | 2.91 | 2.42 |
Utilities | 2.44 | 2.68 |
Basic Materials | 2.18 | 2.62 |
Number of long holdings: 3,661
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.14 | 222.91 | -1.33% | |
Microsoft | US5949181045 | 5.71 | 410.37 | +0.99% | |
NVIDIA | US67066G1040 | 5.14 | 135.40 | +1.99% | |
Amazon.com | US0231351067 | 3.08 | 197.93 | +6.19% | |
Meta Platforms | US30303M1027 | 2.10 | 567.16 | -0.07% | |
Alphabet A | US02079K3059 | 1.77 | 171.29 | +0.11% | |
Berkshire Hathaway B | US0846707026 | 1.55 | 452.14 | +0.27% | |
Eli Lilly | US5324571083 | 1.51 | 818.93 | -1.30% | |
Alphabet C | US02079K1079 | 1.45 | 172.65 | -0.02% | |
Broadcom | US11135F1012 | 1.39 | 168.92 | -0.50% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 20.59 | 10.12 | - | ||
Vanguard 500 Index Admiral | 552.77B | 22.04 | 11.87 | 13.34 | ||
Vanguard Total Stock Market Admiral | 401.69B | 20.58 | 10.10 | 12.77 | ||
Vanguard Total Intl Stock Index Inv | 214.44B | 13.49 | 3.94 | 5.36 | ||
Vanguard 500 Index Institutional Se | 193.35B | 22.07 | 11.90 | - |
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