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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.34 | 0.36 | 0.02 |
Stocks | 99.65 | 99.65 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.80 | 19.60 |
Price to Book | 3.64 | 3.69 |
Price to Sales | 2.31 | 2.35 |
Price to Cash Flow | 13.60 | 13.54 |
Dividend Yield | 1.48 | 1.61 |
5 Years Earnings Growth | 12.10 | 11.63 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.53 | 26.59 |
Financial Services | 12.80 | 14.21 |
Healthcare | 12.55 | 13.75 |
Consumer Cyclical | 10.82 | 10.30 |
Industrials | 9.45 | 10.15 |
Communication Services | 8.19 | 8.16 |
Consumer Defensive | 5.61 | 6.51 |
Energy | 3.82 | 4.38 |
Real Estate | 2.83 | 2.38 |
Basic Materials | 2.32 | 2.74 |
Utilities | 2.09 | 2.39 |
Number of long holdings: 3,732
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.22 | 406.32 | +1.82% | |
Apple | US0378331005 | 5.40 | 169.30 | -0.35% | |
NVIDIA | US67066G1040 | 3.75 | 877.35 | +6.18% | |
Amazon.com | US0231351067 | 3.33 | 179.62 | +3.43% | |
Meta Platforms | US30303M1027 | 2.20 | 443.29 | +0.43% | |
Alphabet A | US02079K3059 | 1.66 | 171.95 | +10.22% | |
Berkshire Hathaway B | US0846707026 | 1.47 | 401.65 | -0.81% | |
Alphabet C | US02079K1079 | 1.38 | 173.69 | +9.97% | |
Eli Lilly | US5324571083 | 1.30 | 732.80 | +1.09% | |
Broadcom | US11135F1012 | 1.17 | 1,344.07 | +3.84% |
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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