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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.83 | 0.83 | 0.00 |
Stocks | 60.76 | 60.76 | 0.00 |
Bonds | 38.41 | 38.47 | 0.06 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.32 | 18.68 |
Price to Book | 3.90 | 3.24 |
Price to Sales | 2.59 | 2.25 |
Price to Cash Flow | 14.88 | 12.61 |
Dividend Yield | 1.41 | 1.95 |
5 Years Earnings Growth | 9.96 | 11.19 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.91 | 24.10 |
Financial Services | 13.55 | 15.46 |
Consumer Cyclical | 11.36 | 10.04 |
Healthcare | 10.44 | 12.79 |
Communication Services | 8.73 | 7.45 |
Industrials | 8.56 | 10.28 |
Consumer Defensive | 5.23 | 6.09 |
Energy | 3.31 | 4.93 |
Real Estate | 2.65 | 4.38 |
Utilities | 2.41 | 3.25 |
Basic Materials | 1.86 | 3.28 |
Number of long holdings: 16,212
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.06 | 236.00 | -0.67% | |
Microsoft | US5949181045 | 3.36 | 415.06 | +0.02% | |
NVIDIA | US67066G1040 | 3.35 | 120.07 | -3.67% | |
Amazon.com | US0231351067 | 2.23 | 237.68 | +1.30% | |
Meta Platforms | US30303M1027 | 1.37 | 689.18 | +0.32% | |
Alphabet A | US02079K3059 | 1.19 | 204.02 | +1.57% | |
Tesla | US88160R1014 | 1.18 | 404.60 | +1.08% | |
Broadcom | US11135F1012 | 1.16 | 221.27 | +2.60% | |
Alphabet C | US02079K1079 | 0.96 | 205.60 | +1.47% | |
Berkshire Hathaway B | US0846707026 | 0.79 | 468.67 | -0.78% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard Total Intl Stock Index Inv | 201.2B | 5.09 | 0.61 | 5.00 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
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