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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.360 | 1.650 | 0.290 |
Stocks | 98.590 | 98.590 | 0.000 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.713 | 16.765 |
Price to Book | 2.513 | 2.736 |
Price to Sales | 1.796 | 1.874 |
Price to Cash Flow | 11.316 | 11.273 |
Dividend Yield | 2.117 | 2.276 |
5 Years Earnings Growth | 11.107 | 10.789 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.430 | 20.419 |
Financial Services | 15.640 | 15.482 |
Industrials | 11.440 | 12.147 |
Healthcare | 11.010 | 13.103 |
Consumer Cyclical | 10.990 | 10.305 |
Communication Services | 7.170 | 7.780 |
Consumer Defensive | 6.020 | 9.052 |
Energy | 4.580 | 4.798 |
Basic Materials | 4.380 | 4.520 |
Real Estate | 2.890 | 2.325 |
Utilities | 2.450 | 3.174 |
Number of long holdings: 9,906
Number of short holdings: 9
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.82 | 406.32 | +1.82% | |
Apple | US0378331005 | 3.05 | 169.30 | -0.35% | |
NVIDIA | US67066G1040 | 2.62 | 877.35 | +6.18% | |
Amazon.com | US0231351067 | 1.98 | 179.62 | +3.43% | |
Meta Platforms | US30303M1027 | 1.31 | 443.29 | +0.43% | |
Alphabet A | US02079K3059 | 1.11 | 171.95 | +10.22% | |
Alphabet C | US02079K1079 | 0.91 | 173.69 | +9.97% | |
Eli Lilly | US5324571083 | 0.80 | 732.80 | +1.09% | |
Berkshire Hathaway B | US0846707026 | 0.79 | 401.65 | -0.81% | |
JPMorgan | US46625H1005 | 0.70 | 193.50 | +0.07% |
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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