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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.16 | 0.16 | 0.00 |
Stocks | 99.84 | 99.84 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.07 | 19.65 |
Price to Book | 3.99 | 3.70 |
Price to Sales | 2.59 | 2.36 |
Price to Cash Flow | 14.45 | 13.57 |
Dividend Yield | 1.51 | 1.61 |
5 Years Earnings Growth | 11.65 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.77 | 26.48 |
Financial Services | 12.87 | 14.24 |
Healthcare | 12.26 | 13.69 |
Consumer Cyclical | 10.13 | 10.25 |
Communication Services | 9.21 | 8.20 |
Industrials | 8.19 | 10.19 |
Consumer Defensive | 6.06 | 6.53 |
Energy | 4.05 | 4.46 |
Utilities | 2.32 | 2.44 |
Basic Materials | 2.08 | 2.75 |
Real Estate | 2.07 | 2.35 |
Number of long holdings: 517
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.78 | 414.70 | -0.10% | |
Apple | US0378331005 | 5.86 | 194.81 | +1.33% | |
NVIDIA | US67066G1040 | 4.81 | 1,137.25 | +3.73% | |
Amazon.com | US0231351067 | 3.84 | 177.14 | +0.40% | |
Alphabet A | US02079K3059 | 2.25 | 172.58 | +0.05% | |
Meta Platforms | US30303M1027 | 2.22 | 475.42 | +1.84% | |
Alphabet C | US02079K1079 | 1.86 | 173.94 | -0.01% | |
Berkshire Hathaway B | US0846707026 | 1.63 | 410.15 | -1.03% | |
Eli Lilly | US5324571083 | 1.57 | 831.33 | +1.34% | |
Broadcom | US11135F1012 | 1.43 | 1,323.72 | -0.36% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
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