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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.23 | 0.23 | 0.00 |
Stocks | 99.77 | 99.77 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.78 | 19.65 |
Price to Book | 3.93 | 3.70 |
Price to Sales | 2.53 | 2.36 |
Price to Cash Flow | 14.17 | 13.57 |
Dividend Yield | 1.54 | 1.61 |
5 Years Earnings Growth | 11.72 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.17 | 26.48 |
Financial Services | 12.65 | 14.24 |
Healthcare | 12.33 | 13.69 |
Consumer Cyclical | 10.48 | 10.25 |
Communication Services | 9.14 | 8.20 |
Industrials | 8.27 | 10.19 |
Consumer Defensive | 6.13 | 6.53 |
Energy | 4.09 | 4.46 |
Utilities | 2.44 | 2.44 |
Real Estate | 2.17 | 2.35 |
Basic Materials | 2.14 | 2.75 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.84 | 416.07 | +0.62% | |
Apple | US0378331005 | 5.84 | 194.35 | +0.16% | |
NVIDIA | US67066G1040 | 5.04 | 1,164.37 | +1.25% | |
Amazon.com | US0231351067 | 3.78 | 179.34 | +0.56% | |
Alphabet A | US02079K3059 | 2.27 | 173.79 | +0.36% | |
Meta Platforms | US30303M1027 | 2.24 | 476.99 | -0.10% | |
Alphabet C | US02079K1079 | 1.92 | 175.13 | +0.41% | |
Berkshire Hathaway B | US0846707026 | 1.71 | 409.53 | -1.27% | |
Eli Lilly | US5324571083 | 1.47 | 832.59 | +0.16% | |
Broadcom | US11135F1012 | 1.35 | 1,330.82 | +0.72% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard Institutional Idx Instl Pl | 160.8B | 6.03 | 8.04 | 12.40 |
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