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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.88 | 1.90 | 0.02 |
Stocks | 98.00 | 98.00 | 0.00 |
Preferred | 0.12 | 0.12 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 31.79 | 27.66 |
Price to Book | 7.48 | 6.61 |
Price to Sales | 5.05 | 4.09 |
Price to Cash Flow | 21.32 | 18.36 |
Dividend Yield | 0.43 | 0.72 |
5 Years Earnings Growth | 15.32 | 14.58 |
Name | Net % | Category Average |
---|---|---|
Technology | 44.12 | 38.64 |
Consumer Cyclical | 16.27 | 14.30 |
Communication Services | 13.56 | 10.92 |
Healthcare | 10.64 | 12.94 |
Financial Services | 8.32 | 9.32 |
Industrials | 3.13 | 7.12 |
Real Estate | 2.70 | 1.71 |
Consumer Defensive | 1.25 | 3.85 |
Number of long holdings: 125
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.46 | 404.33 | -1.82% | |
Amazon.com | US0231351067 | 7.28 | 179.17 | -1.16% | |
Apple | US0378331005 | 6.11 | 167.04 | -0.57% | |
NVIDIA | US67066G1040 | 5.96 | 846.71 | +0.76% | |
Alphabet C | US02079K1079 | 4.52 | 157.46 | +0.37% | |
Meta Platforms | US30303M1027 | 3.50 | 501.80 | +1.54% | |
Mastercard | US57636Q1040 | 2.70 | 454.39 | -1.25% | |
Tesla | US88160R1014 | 2.28 | 149.93 | -3.55% | |
Shopify Inc | CA82509L1076 | 2.13 | 69.51 | +0.14% | |
Eli Lilly | US5324571083 | 2.08 | 745.95 | -0.64% |
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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