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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 | 15.70 |
Price to Book | 2.39 | 2.47 |
Price to Sales | 1.72 | 1.69 |
Price to Cash Flow | 9.84 | 10.42 |
Dividend Yield | 1.99 | 2.54 |
5 Years Earnings Growth | 9.72 | 9.60 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.78 | 12.58 |
Financial Services | 19.03 | 21.26 |
Healthcare | 15.21 | 15.39 |
Industrials | 11.01 | 11.76 |
Consumer Cyclical | 7.83 | 6.80 |
Communication Services | 7.16 | 5.55 |
Energy | 5.79 | 7.50 |
Consumer Defensive | 5.32 | 8.55 |
Basic Materials | 3.12 | 3.40 |
Utilities | 2.64 | 5.32 |
Real Estate | 1.12 | 3.51 |
Number of long holdings: 190
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.30 | 491.09 | -0.20% | |
Apple | US0378331005 | 3.24 | 212.44 | +2.22% | |
Amazon.com | US0231351067 | 2.63 | 219.92 | -0.24% | |
Meta Platforms | US30303M1027 | 1.76 | 713.57 | -0.79% | |
Taiwan Semiconductor | US8740391003 | 1.66 | 233.60 | +3.97% | |
Bank of America | US0605051046 | 1.63 | 48.71 | +1.16% | |
Alphabet C | US02079K1079 | 1.62 | 179.76 | +1.61% | |
Visa A | US92826C8394 | 1.56 | 354.22 | -0.35% | |
Alphabet A | US02079K3059 | 1.56 | 178.64 | +1.59% | |
HCA | US40412C1018 | 1.45 | 378.04 | -2.95% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 748.58B | 0.54 | 13.73 | 12.17 | ||
Vanguard 500 Index Admiral | 560.5B | 1.05 | 14.37 | 12.82 | ||
Vanguard Total Stock Market Admiral | 399.92B | 0.53 | 13.71 | 12.15 | ||
Vanguard Total Intl Stock Index Inv | 226.68B | 13.77 | 9.10 | 5.52 | ||
Vanguard 500 Index Institutional Se | 207.44B | 1.06 | 14.40 | - |
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