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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.15 | 0.17 | 0.02 |
Stocks | 99.84 | 99.84 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 29.49 | 27.83 |
Price to Book | 8.19 | 6.60 |
Price to Sales | 5.43 | 4.16 |
Price to Cash Flow | 18.88 | 18.28 |
Dividend Yield | 0.58 | 0.72 |
5 Years Earnings Growth | 15.86 | 14.84 |
Name | Net % | Category Average |
---|---|---|
Technology | 47.04 | 38.58 |
Consumer Cyclical | 14.86 | 14.12 |
Communication Services | 14.19 | 11.24 |
Healthcare | 7.81 | 12.78 |
Financial Services | 5.75 | 9.27 |
Industrials | 3.69 | 7.25 |
Consumer Defensive | 2.23 | 3.79 |
Basic Materials | 1.78 | 1.90 |
Real Estate | 1.39 | 1.67 |
Energy | 1.18 | 1.88 |
Utilities | 0.09 | 1.00 |
Number of long holdings: 202
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 12.54 | 423.85 | -0.16% | |
Apple | US0378331005 | 10.82 | 196.89 | +1.24% | |
NVIDIA | US67066G1040 | 8.87 | 1,208.61 | -0.11% | |
Amazon.com | US0231351067 | 7.07 | 184.30 | -0.38% | |
Alphabet A | US02079K3059 | 4.13 | 174.45 | -1.29% | |
Meta Platforms | US30303M1027 | 4.12 | 492.96 | -0.16% | |
Alphabet C | US02079K1079 | 3.43 | 175.95 | -1.35% | |
Eli Lilly | US5324571083 | 2.91 | 849.99 | +1.52% | |
Tesla | US88160R1014 | 2.16 | 177.48 | -0.26% | |
Visa A | US92826C8394 | 1.80 | 278.67 | +0.59% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard Total Intl Stock Index Inv | 197.89B | 6.01 | 0.42 | 4.22 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
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