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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.80 | 0.81 | 0.01 |
Shares | 66.07 | 66.07 | 0.00 |
Bonds | 33.13 | 33.13 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.59 | 18.99 |
Price to Book | 4.92 | 3.28 |
Price to Sales | 3.54 | 2.26 |
Price to Cash Flow | 16.30 | 12.38 |
Dividend Yield | 1.38 | 1.92 |
5 Years Earnings Growth | 9.65 | 10.72 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.51 | 24.55 |
Financial Services | 15.32 | 15.80 |
Consumer Cyclical | 11.92 | 9.98 |
Communication Services | 9.09 | 7.60 |
Healthcare | 8.40 | 12.51 |
Consumer Defensive | 5.65 | 6.00 |
Industrials | 5.64 | 10.25 |
Energy | 4.34 | 4.87 |
Utilities | 2.68 | 3.22 |
Real Estate | 1.89 | 3.37 |
Basic Materials | 1.55 | 3.14 |
Number of long holdings: 1,576
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.27 | 521.41 | +0.11% | |
NVIDIA | US67066G1040 | 5.20 | 183.11 | +1.29% | |
Apple | US0378331005 | 3.35 | 223.74 | +1.69% | |
Amazon.com | US0231351067 | 3.20 | 223.28 | +0.07% | |
Alphabet A | US02079K3059 | 2.60 | 202.26 | +2.92% | |
Broadcom | US11135F1012 | 2.09 | 306.20 | +0.80% | |
Meta Platforms | US30303M1027 | 2.01 | 765.41 | +0.47% | |
Wells Fargo&Co | US9497461015 | 1.99 | 77.87 | +1.66% | |
Nasdaq Inc | US6311031081 | 1.29 | 96.82 | +0.38% | |
JPMorgan | US46625H1005 | 1.21 | 289.34 | +0.84% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 786.34B | 8.05 | 16.40 | 12.99 | ||
Vanguard 500 Index Admiral | 586.6B | 8.56 | 17.05 | 13.62 | ||
Vanguard Total Stock Market Admiral | 418.7B | 8.04 | 16.38 | 12.97 | ||
Vanguard Total Intl Stock Index Inv | 234.25B | 17.07 | 12.03 | 6.19 | ||
Vanguard 500 Index Institutional Se | 218.06B | 8.57 | 17.09 | - |
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