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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.23 | 1.23 | 0.00 |
Stocks | 61.28 | 61.28 | 0.00 |
Bonds | 37.48 | 37.49 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.80 | 17.75 |
Price to Book | 3.63 | 3.01 |
Price to Sales | 2.31 | 2.01 |
Price to Cash Flow | 13.60 | 11.63 |
Dividend Yield | 1.48 | 2.05 |
5 Years Earnings Growth | 12.10 | 11.11 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.51 | 22.75 |
Financial Services | 12.82 | 14.94 |
Healthcare | 12.54 | 13.48 |
Consumer Cyclical | 10.81 | 10.07 |
Industrials | 9.46 | 10.86 |
Communication Services | 8.19 | 7.15 |
Consumer Defensive | 5.60 | 6.30 |
Energy | 3.82 | 5.48 |
Real Estate | 2.84 | 3.58 |
Basic Materials | 2.32 | 3.53 |
Utilities | 2.09 | 3.04 |
Number of long holdings: 15,804
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.82 | 411.84 | -0.66% | |
Apple | US0378331005 | 3.32 | 168.00 | -0.81% | |
NVIDIA | US67066G1040 | 2.31 | 840.35 | -3.87% | |
Amazon.com | US0231351067 | 2.04 | 181.28 | -1.11% | |
Meta Platforms | US30303M1027 | 1.35 | 494.17 | -1.12% | |
Alphabet A | US02079K3059 | 1.02 | 155.47 | +0.69% | |
Alphabet C | US02079K1079 | 0.85 | 156.88 | +0.56% | |
Berkshire Hathaway B | US0846707026 | 0.84 | 397.72 | +0.20% | |
Eli Lilly | US5324571083 | 0.80 | 750.87 | +0.55% | |
Broadcom | US11135F1012 | 0.72 | 1,282.63 | -3.49% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 4.34 | 1.83 | 4.38 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
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