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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 | 15.66 |
Price to Book | 2.39 | 2.48 |
Price to Sales | 1.72 | 1.69 |
Price to Cash Flow | 9.84 | 10.50 |
Dividend Yield | 1.99 | 2.52 |
5 Years Earnings Growth | 9.72 | 9.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.78 | 12.40 |
Financial Services | 19.03 | 21.21 |
Healthcare | 15.21 | 15.64 |
Industrials | 11.01 | 11.67 |
Consumer Cyclical | 7.83 | 6.73 |
Communication Services | 7.16 | 5.55 |
Energy | 5.79 | 7.67 |
Consumer Defensive | 5.32 | 8.54 |
Basic Materials | 3.12 | 3.40 |
Utilities | 2.64 | 5.33 |
Real Estate | 1.12 | 3.50 |
Number of long holdings: 190
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.30 | 457.38 | -0.72% | |
Apple | US0378331005 | 3.24 | 200.47 | +0.13% | |
Amazon.com | US0231351067 | 2.63 | 204.72 | -0.63% | |
Meta Platforms | US30303M1027 | 1.76 | 643.80 | +0.23% | |
Taiwan Semiconductor | US8740391003 | 1.66 | 196.14 | -0.78% | |
Bank of America | US0605051046 | 1.63 | 44.06 | -0.37% | |
Alphabet C | US02079K1079 | 1.62 | 173.40 | -0.33% | |
Visa A | US92826C8394 | 1.56 | 359.73 | +0.12% | |
Alphabet A | US02079K3059 | 1.56 | 172.32 | -0.34% | |
HCA | US40412C1018 | 1.45 | 378.44 | -0.10% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 705.13B | -5.46 | 11.33 | 11.64 | ||
Vanguard 500 Index Admiral | 528.46B | -4.94 | 12.13 | 12.28 | ||
Vanguard Total Stock Market Admiral | 377.59B | -5.47 | 11.31 | 11.61 | ||
Vanguard Total Intl Stock Index Inv | 216.94B | 8.74 | 7.96 | 4.94 | ||
Vanguard 500 Index Institutional Se | 194.93B | -4.92 | 12.16 | - |
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