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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.20 | 0.20 | 0.00 |
Stocks | 99.80 | 99.80 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 31.22 | 28.10 |
Price to Book | 8.55 | 6.67 |
Price to Sales | 5.74 | 4.19 |
Price to Cash Flow | 20.59 | 18.62 |
Dividend Yield | 0.53 | 0.71 |
5 Years Earnings Growth | 16.42 | 14.91 |
Name | Net % | Category Average |
---|---|---|
Technology | 47.63 | 38.72 |
Consumer Cyclical | 14.61 | 14.13 |
Communication Services | 13.73 | 11.12 |
Healthcare | 7.74 | 12.82 |
Financial Services | 5.88 | 9.28 |
Industrials | 3.79 | 7.23 |
Consumer Defensive | 2.18 | 3.79 |
Basic Materials | 1.82 | 1.90 |
Real Estate | 1.47 | 1.69 |
Energy | 1.14 | 1.83 |
Number of long holdings: 202
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 12.97 | - | - | |
Apple Inc | - | 10.43 | - | - | |
NVIDIA Corp | - | 8.88 | - | - | |
Amazon.com Inc | - | 6.97 | - | - | |
Meta Platforms Inc Class A | - | 4.45 | - | - | |
Alphabet Inc Class A | - | 3.67 | - | - | |
Alphabet Inc Class C | - | 3.03 | - | - | |
Eli Lilly and Co | - | 2.77 | - | - | |
Tesla | US88160R1014 | 1.98 | 176.38 | -2.07% | |
Visa Inc Class A | - | 1.79 | - | - |
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 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
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