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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.36 | 1.65 | 0.29 |
Shares | 98.59 | 98.59 | 0.00 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.71 | 16.80 |
Price to Book | 2.51 | 2.74 |
Price to Sales | 1.80 | 1.88 |
Price to Cash Flow | 11.32 | 11.30 |
Dividend Yield | 2.12 | 2.27 |
5 Years Earnings Growth | 11.11 | 10.81 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.47 | 20.41 |
Financial Services | 15.64 | 15.47 |
Industrials | 11.44 | 12.14 |
Healthcare | 11.01 | 13.13 |
Consumer Cyclical | 10.95 | 10.30 |
Communication Services | 7.17 | 7.79 |
Consumer Defensive | 6.02 | 9.04 |
Energy | 4.58 | 4.79 |
Basic Materials | 4.38 | 4.52 |
Real Estate | 2.89 | 2.33 |
Utilities | 2.45 | 3.17 |
Number of long holdings: 9,905
Number of short holdings: 9
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.82 | 406.66 | +2.22% | |
Apple | US0378331005 | 3.05 | 183.36 | +5.97% | |
NVIDIA | US67066G1040 | 2.62 | 887.83 | +3.46% | |
Amazon.com | US0231351067 | 1.98 | 186.24 | +0.82% | |
Meta Platforms | US30303M1027 | 1.31 | 452.05 | +2.35% | |
Alphabet A | US02079K3059 | 1.11 | 167.21 | +0.35% | |
Alphabet C | US02079K1079 | 0.91 | 169.01 | +0.33% | |
Eli Lilly | US5324571083 | 0.80 | 735.54 | -2.69% | |
Berkshire Hathaway B | US0846707026 | 0.79 | 400.77 | +0.04% | |
JPMorgan | US46625H1005 | 0.70 | 190.53 | -0.59% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 4.34 | 1.83 | 4.38 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
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