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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.250 | 1.580 | 0.330 |
Shares | 98.680 | 98.680 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.095 | 17.390 |
Price to Book | 2.465 | 2.903 |
Price to Sales | 1.853 | 2.173 |
Price to Cash Flow | 10.685 | 11.795 |
Dividend Yield | 2.205 | 2.241 |
5 Years Earnings Growth | 9.697 | 10.954 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.540 | 21.421 |
Financial Services | 17.560 | 16.986 |
Industrials | 11.180 | 12.230 |
Consumer Cyclical | 10.650 | 10.010 |
Healthcare | 9.980 | 12.160 |
Communication Services | 7.790 | 8.660 |
Consumer Defensive | 6.160 | 7.857 |
Basic Materials | 3.830 | 4.176 |
Energy | 3.710 | 4.228 |
Real Estate | 2.860 | 2.332 |
Utilities | 2.750 | 3.038 |
Number of long holdings: 9,859
Number of short holdings: 24
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.60 | 200.68 | -1.06% | |
Microsoft | US5949181045 | 3.38 | 467.68 | +0.82% | |
NVIDIA | US67066G1040 | 2.93 | 139.99 | -1.36% | |
Amazon.com | US0231351067 | 1.99 | 207.94 | +0.34% | |
Meta Platforms | US30303M1027 | 1.38 | 684.60 | -0.49% | |
Alphabet A | US02079K3059 | 1.07 | 168.21 | +0.10% | |
Broadcom | US11135F1012 | 1.02 | 259.95 | -0.43% | |
Berkshire Hathaway B | US0846707026 | 0.96 | 488.74 | -0.46% | |
Tesla | US88160R1014 | 0.90 | 284.70 | -14.26% | |
Alphabet C | US02079K1079 | 0.90 | 169.81 | +0.25% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 705.13B | -5.46 | 11.33 | 11.64 | ||
Vanguard 500 Index Admiral | 528.46B | -4.94 | 12.13 | 12.28 | ||
Vanguard Total Stock Market Admiral | 377.59B | -5.47 | 11.31 | 11.61 | ||
Vanguard Total Intl Stock Index Inv | 216.94B | 8.74 | 7.96 | 4.94 | ||
Vanguard 500 Index Institutional Se | 194.93B | -4.92 | 12.16 | - |
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