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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.11 | 100.11 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.83 | 20.01 |
Price to Book | 3.88 | 3.84 |
Price to Sales | 2.56 | 2.51 |
Price to Cash Flow | 14.64 | 14.04 |
Dividend Yield | 1.42 | 1.58 |
5 Years Earnings Growth | 11.83 | 11.90 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.53 | 27.61 |
Financial Services | 13.02 | 14.13 |
Healthcare | 11.81 | 13.41 |
Consumer Cyclical | 10.51 | 10.11 |
Industrials | 8.83 | 9.79 |
Communication Services | 8.41 | 8.15 |
Consumer Defensive | 5.56 | 6.40 |
Energy | 3.51 | 4.08 |
Real Estate | 2.93 | 2.42 |
Utilities | 2.55 | 2.70 |
Basic Materials | 2.34 | 2.62 |
Number of long holdings: 2,971
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.12 | 225.12 | +0.40% | |
Microsoft | US5949181045 | 5.78 | 425.20 | +0.51% | |
NVIDIA | US67066G1040 | 5.13 | 146.27 | -1.36% | |
Amazon.com | US0231351067 | 3.12 | 214.10 | +2.48% | |
Meta Platforms | US30303M1027 | 2.26 | 580.00 | -0.82% | |
Alphabet A | US02079K3059 | 1.76 | 178.88 | -1.51% | |
Berkshire Hathaway B | US0846707026 | 1.52 | 468.10 | +0.39% | |
Alphabet C | US02079K1079 | 1.49 | 180.49 | -1.54% | |
Broadcom | US11135F1012 | 1.42 | 173.58 | -1.50% | |
Tesla | US88160R1014 | 1.31 | 330.24 | +0.53% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 19.69 | 7.49 | - | ||
Vanguard 500 Index Admiral | 552.77B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 401.69B | 19.67 | 7.47 | 12.38 | ||
Vanguard Total Intl Stock Index Inv | 214.44B | 8.15 | 1.40 | 4.88 | ||
Vanguard 500 Index Institutional Se | 193.35B | 20.96 | 9.07 | - |
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