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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.04 | 100.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.85 | 20.16 |
Price to Book | 4.22 | 3.82 |
Price to Sales | 2.81 | 2.50 |
Price to Cash Flow | 15.22 | 13.99 |
Dividend Yield | 1.45 | 1.58 |
5 Years Earnings Growth | 12.13 | 11.94 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.33 | 27.57 |
Financial Services | 12.87 | 14.16 |
Healthcare | 12.20 | 13.49 |
Consumer Cyclical | 9.85 | 10.07 |
Communication Services | 8.76 | 8.14 |
Industrials | 7.56 | 9.77 |
Consumer Defensive | 5.99 | 6.41 |
Energy | 3.53 | 4.12 |
Utilities | 2.55 | 2.68 |
Real Estate | 2.35 | 2.42 |
Basic Materials | 2.00 | 2.62 |
Number of long holdings: 505
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.96 | 223.45 | +0.65% | |
Microsoft | US5949181045 | 6.54 | 411.46 | +0.73% | |
NVIDIA | US67066G1040 | 6.19 | 139.91 | +2.84% | |
Amazon.com | US0231351067 | 3.45 | 199.50 | +1.90% | |
Meta Platforms | US30303M1027 | 2.41 | 572.43 | +2.10% | |
Alphabet A | US02079K3059 | 2.02 | 169.74 | +0.30% | |
Berkshire Hathaway B | US0846707026 | 1.82 | 445.06 | +0.63% | |
Alphabet C | US02079K1079 | 1.70 | 171.41 | +0.43% | |
Eli Lilly | US5324571083 | 1.62 | 806.06 | -0.01% | |
Broadcom | US11135F1012 | 1.50 | 173.90 | +3.17% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 20.59 | 10.12 | - | ||
Vanguard 500 Index Admiral | 552.77B | 22.04 | 11.87 | 13.34 | ||
Vanguard Total Stock Market Admiral | 401.69B | 20.58 | 10.10 | 12.77 | ||
Vanguard Total Intl Stock Index Inv | 214.44B | 13.49 | 3.94 | 5.36 | ||
Vanguard 500 Index Institutional Se | 193.35B | 22.07 | 11.90 | - |
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