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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.52 | 0.52 | 0.00 |
Stocks | 99.48 | 99.48 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.33 | 19.60 |
Price to Book | 3.55 | 3.69 |
Price to Sales | 2.28 | 2.35 |
Price to Cash Flow | 13.37 | 13.52 |
Dividend Yield | 1.53 | 1.62 |
5 Years Earnings Growth | 11.62 | 11.60 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.84 | 26.45 |
Financial Services | 12.97 | 14.22 |
Healthcare | 12.30 | 13.69 |
Consumer Cyclical | 10.49 | 10.24 |
Industrials | 9.55 | 10.17 |
Communication Services | 8.40 | 8.20 |
Consumer Defensive | 5.78 | 6.54 |
Energy | 4.21 | 4.48 |
Real Estate | 2.70 | 2.34 |
Utilities | 2.39 | 2.49 |
Basic Materials | 2.37 | 2.75 |
Number of long holdings: 3,720
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.94 | 424.21 | -0.07% | |
Apple | US0378331005 | 5.13 | 196.26 | +0.91% | |
NVIDIA | US67066G1040 | 4.21 | 1,208.08 | -0.16% | |
Amazon.com | US0231351067 | 3.36 | 184.78 | -0.12% | |
Alphabet A | US02079K3059 | 1.97 | 175.73 | -0.57% | |
Meta Platforms | US30303M1027 | 1.94 | 494.53 | +0.16% | |
Alphabet C | US02079K1079 | 1.63 | 177.35 | -0.56% | |
Berkshire Hathaway B | US0846707026 | 1.45 | 414.25 | +0.77% | |
Eli Lilly | US5324571083 | 1.37 | 851.63 | +1.71% | |
Broadcom | US11135F1012 | 1.25 | 1,408.02 | +0.48% |
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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