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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.18 | 4.20 | 0.02 |
Shares | 95.81 | 95.81 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.60 | 14.96 |
Price to Book | 2.44 | 2.38 |
Price to Sales | 1.68 | 1.59 |
Price to Cash Flow | 10.71 | 9.92 |
Dividend Yield | 2.04 | 2.65 |
5 Years Earnings Growth | 11.30 | 9.74 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.78 | 12.48 |
Financial Services | 18.67 | 20.46 |
Healthcare | 15.86 | 15.42 |
Industrials | 9.85 | 11.90 |
Consumer Cyclical | 8.56 | 6.53 |
Communication Services | 7.29 | 5.53 |
Energy | 6.57 | 8.25 |
Consumer Defensive | 6.04 | 8.49 |
Basic Materials | 2.47 | 3.90 |
Real Estate | 1.58 | 3.67 |
Utilities | 1.33 | 5.04 |
Number of long holdings: 183
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.05 | 399.12 | -1.27% | |
Alphabet A | US02079K3059 | 3.19 | 154.09 | -1.23% | |
Amazon.com | US0231351067 | 2.41 | 174.63 | -2.56% | |
Wells Fargo&Co | US9497461015 | 1.78 | 60.35 | +2.75% | |
UnitedHealth | US91324P1021 | 1.67 | 501.29 | +1.64% | |
Medtronic | IE00BTN1Y115 | 1.63 | 79.50 | +0.39% | |
Elevance Health | US0367521038 | 1.41 | 531.59 | +1.22% | |
Meta Platforms | US30303M1027 | 1.38 | 481.07 | -4.13% | |
Procter&Gamble | US7427181091 | 1.38 | 158.02 | +0.46% | |
Bank of America | US0605051046 | 1.38 | 36.97 | +3.35% |
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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