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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.10 | 0.10 | 0.00 |
Stocks | 99.90 | 99.90 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.78 | 19.61 |
Price to Book | 3.93 | 3.68 |
Price to Sales | 2.53 | 2.35 |
Price to Cash Flow | 14.17 | 13.51 |
Dividend Yield | 1.54 | 1.62 |
5 Years Earnings Growth | 11.72 | 11.58 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.16 | 26.45 |
Financial Services | 12.64 | 14.22 |
Healthcare | 12.32 | 13.69 |
Consumer Cyclical | 10.48 | 10.21 |
Communication Services | 9.14 | 8.21 |
Industrials | 8.29 | 10.18 |
Consumer Defensive | 6.13 | 6.54 |
Energy | 4.09 | 4.48 |
Utilities | 2.44 | 2.51 |
Real Estate | 2.17 | 2.33 |
Basic Materials | 2.14 | 2.74 |
Number of long holdings: 506
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.84 | 448.37 | +1.31% | |
Apple | US0378331005 | 5.85 | 216.70 | +1.98% | |
NVIDIA | US67066G1040 | 5.05 | 130.98 | -0.68% | |
Amazon.com | US0231351067 | 3.78 | 184.06 | +0.22% | |
Alphabet A | US02079K3059 | 2.27 | 177.24 | +0.25% | |
Meta Platforms | US30303M1027 | 2.24 | 506.63 | +0.49% | |
Alphabet C | US02079K1079 | 1.92 | 178.78 | +0.23% | |
Berkshire Hathaway B | US0846707026 | 1.71 | 407.32 | +0.44% | |
Eli Lilly | US5324571083 | 1.47 | 885.01 | +0.75% | |
Broadcom | US11135F1012 | 1.35 | 1,828.87 | +5.41% |
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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