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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.38 | 1.65 | 0.27 |
Stocks | 98.57 | 98.57 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.12 | 16.93 |
Price to Book | 2.44 | 2.76 |
Price to Sales | 1.75 | 1.89 |
Price to Cash Flow | 11.03 | 11.38 |
Dividend Yield | 2.23 | 2.27 |
5 Years Earnings Growth | 11.12 | 10.87 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.95 | 20.38 |
Financial Services | 15.69 | 15.54 |
Industrials | 11.47 | 12.15 |
Healthcare | 10.96 | 13.19 |
Consumer Cyclical | 10.84 | 10.20 |
Communication Services | 7.30 | 7.80 |
Consumer Defensive | 6.14 | 8.98 |
Energy | 4.76 | 4.88 |
Basic Materials | 4.45 | 4.50 |
Real Estate | 2.82 | 2.30 |
Utilities | 2.63 | 3.19 |
Number of long holdings: 9,894
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.67 | 409.12 | -1.45% | |
Apple | US0378331005 | 3.15 | 193.32 | +0.56% | |
NVIDIA | US67066G1040 | 2.60 | 1,132.95 | +3.34% | |
Amazon.com | US0231351067 | 2.00 | 176.21 | -0.13% | |
Alphabet A | US02079K3059 | 1.25 | 171.50 | -0.58% | |
Meta Platforms | US30303M1027 | 1.21 | 474.72 | +1.69% | |
Alphabet C | US02079K1079 | 1.03 | 172.75 | -0.70% | |
Eli Lilly | US5324571083 | 0.84 | 832.53 | +1.49% | |
Berkshire Hathaway B | US0846707026 | 0.77 | 412.43 | -0.48% | |
Taiwan Semicon | TW0002330008 | 0.73 | 846.00 | +3.05% |
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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