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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.20 | 0.20 | 0.00 |
Stocks | 99.80 | 99.80 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 31.22 | 27.95 |
Price to Book | 8.55 | 6.66 |
Price to Sales | 5.74 | 4.16 |
Price to Cash Flow | 20.59 | 18.49 |
Dividend Yield | 0.53 | 0.71 |
5 Years Earnings Growth | 16.42 | 14.79 |
Name | Net % | Category Average |
---|---|---|
Technology | 47.63 | 38.71 |
Consumer Cyclical | 14.61 | 14.19 |
Communication Services | 13.73 | 11.04 |
Healthcare | 7.74 | 12.87 |
Financial Services | 5.88 | 9.29 |
Industrials | 3.79 | 7.18 |
Consumer Defensive | 2.18 | 3.85 |
Basic Materials | 1.82 | 1.90 |
Real Estate | 1.47 | 1.69 |
Energy | 1.14 | 1.87 |
Number of long holdings: 202
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 12.97 | - | - | |
Apple Inc | - | 10.43 | - | - | |
NVIDIA Corp | - | 8.88 | - | - | |
Amazon.com Inc | - | 6.97 | - | - | |
Meta Platforms Inc Class A | - | 4.45 | - | - | |
Alphabet Inc Class A | - | 3.67 | - | - | |
Alphabet Inc Class C | - | 3.03 | - | - | |
Eli Lilly and Co | - | 2.77 | - | - | |
Tesla | US88160R1014 | 1.98 | 181.14 | +0.63% | |
Visa Inc Class A | - | 1.79 | - | - |
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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