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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.61 | 0.65 | 0.04 |
Shares | 65.59 | 65.59 | 0.00 |
Bonds | 33.76 | 33.76 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.02 | 18.83 |
Price to Book | 4.65 | 3.25 |
Price to Sales | 3.20 | 2.26 |
Price to Cash Flow | 15.62 | 12.55 |
Dividend Yield | 1.39 | 1.94 |
5 Years Earnings Growth | 10.85 | 10.95 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.62 | 24.08 |
Financial Services | 14.31 | 15.57 |
Consumer Cyclical | 13.19 | 10.21 |
Healthcare | 10.12 | 12.69 |
Communication Services | 10.11 | 7.63 |
Industrials | 5.38 | 10.19 |
Energy | 4.87 | 4.89 |
Utilities | 2.73 | 3.22 |
Consumer Defensive | 2.65 | 5.91 |
Real Estate | 1.91 | 4.23 |
Basic Materials | 1.12 | 3.17 |
Number of long holdings: 1,548
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.74 | 354.56 | -0.92% | |
NVIDIA | US67066G1040 | 4.61 | 96.30 | -1.37% | |
Apple | US0378331005 | 4.35 | 172.42 | -4.98% | |
Alphabet A | US02079K3059 | 3.63 | 144.70 | -1.40% | |
Amazon.com | US0231351067 | 3.60 | 170.66 | -2.62% | |
Wells Fargo&Co | US9497461015 | 2.05 | 62.08 | -0.14% | |
Broadcom | US11135F1012 | 2.01 | 156.03 | +1.23% | |
JPMorgan | US46625H1005 | 1.62 | 216.87 | +1.13% | |
UnitedHealth | US91324P1021 | 1.51 | 553.08 | +5.41% | |
Meta Platforms | US30303M1027 | 1.42 | 510.45 | -1.12% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 690.61B | 1.13 | 11.51 | - | ||
Vanguard 500 Index Admiral | 533.44B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 381.66B | 1.12 | 11.49 | 12.30 | ||
Vanguard Total Intl Stock Index Inv | 210.14B | 5.17 | 4.34 | 4.95 | ||
Vanguard 500 Index Institutional Se | 194.95B | 1.44 | 12.54 | - |
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