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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.93 | 4.96 | 0.03 |
Shares | 95.07 | 95.07 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.56 | 15.76 |
Price to Book | 2.39 | 2.47 |
Price to Sales | 1.72 | 1.69 |
Price to Cash Flow | 9.84 | 10.41 |
Dividend Yield | 1.99 | 2.53 |
5 Years Earnings Growth | 9.72 | 9.53 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.78 | 12.66 |
Financial Services | 19.03 | 21.30 |
Healthcare | 15.21 | 15.20 |
Industrials | 11.01 | 11.88 |
Consumer Cyclical | 7.83 | 6.82 |
Communication Services | 7.16 | 5.56 |
Energy | 5.79 | 7.49 |
Consumer Defensive | 5.32 | 8.53 |
Basic Materials | 3.12 | 3.41 |
Utilities | 2.64 | 5.32 |
Real Estate | 1.12 | 3.46 |
Number of long holdings: 190
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.30 | 505.27 | -0.94% | |
Apple | US0378331005 | 3.24 | 214.40 | +0.90% | |
Amazon.com | US0231351067 | 2.63 | 227.47 | -0.80% | |
Meta Platforms | US30303M1027 | 1.76 | 704.81 | -1.14% | |
Taiwan Semiconductor | US8740391003 | 1.66 | 234.60 | -1.78% | |
Bank of America | US0605051046 | 1.63 | 47.77 | +0.61% | |
Alphabet C | US02079K1079 | 1.62 | 192.11 | +0.50% | |
Visa A | US92826C8394 | 1.56 | 351.86 | +0.26% | |
Alphabet A | US02079K3059 | 1.56 | 191.34 | +0.65% | |
HCA | US40412C1018 | 1.45 | 350.97 | -3.73% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 748.58B | 5.65 | 19.05 | 12.92 | ||
Vanguard 500 Index Admiral | 560.5B | 6.18 | 19.66 | 13.60 | ||
Vanguard Total Stock Market Admiral | 399.92B | 5.63 | 19.02 | 12.90 | ||
Vanguard Total Intl Stock Index Inv | 226.68B | 18.19 | 13.73 | 6.21 | ||
Vanguard 500 Index Institutional Se | 207.44B | 6.20 | 19.70 | - |
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