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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.88 | 1.90 | 0.02 |
Shares | 98.00 | 98.00 | 0.00 |
Preferred | 0.12 | 0.12 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 31.79 | 27.93 |
Price to Book | 7.48 | 6.65 |
Price to Sales | 5.05 | 4.15 |
Price to Cash Flow | 21.32 | 18.47 |
Dividend Yield | 0.43 | 0.72 |
5 Years Earnings Growth | 15.32 | 14.77 |
Name | Net % | Category Average |
---|---|---|
Technology | 44.12 | 38.72 |
Consumer Cyclical | 16.27 | 14.20 |
Communication Services | 13.56 | 11.02 |
Healthcare | 10.64 | 12.87 |
Financial Services | 8.32 | 9.29 |
Industrials | 3.13 | 7.18 |
Real Estate | 2.70 | 1.69 |
Consumer Defensive | 1.25 | 3.84 |
Number of long holdings: 125
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.46 | 395.12 | +1.49% | |
Amazon.com | US0231351067 | 7.28 | 178.86 | +2.21% | |
Apple | US0378331005 | 6.11 | 169.30 | -0.60% | |
NVIDIA | US67066G1040 | 5.96 | 830.03 | -3.93% | |
Alphabet C | US02079K1079 | 4.52 | 165.56 | +0.56% | |
Meta Platforms | US30303M1027 | 3.50 | 439.10 | +2.08% | |
Mastercard | US57636Q1040 | 2.70 | 442.30 | -1.97% | |
Tesla | US88160R1014 | 2.28 | 180.00 | -1.79% | |
Shopify Inc | CA82509L1076 | 2.13 | 70.38 | +0.26% | |
Eli Lilly | US5324571083 | 2.08 | 776.70 | -0.56% |
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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