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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.90 | 0.90 | 0.00 |
Stocks | 59.83 | 59.83 | 0.00 |
Bonds | 39.28 | 39.32 | 0.04 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.65 | 18.84 |
Price to Book | 3.93 | 3.26 |
Price to Sales | 2.59 | 2.26 |
Price to Cash Flow | 14.25 | 12.58 |
Dividend Yield | 1.42 | 1.94 |
5 Years Earnings Growth | 11.10 | 10.92 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.35 | 24.09 |
Financial Services | 14.39 | 15.56 |
Healthcare | 11.06 | 12.68 |
Consumer Cyclical | 10.68 | 10.22 |
Communication Services | 8.85 | 7.64 |
Industrials | 8.56 | 10.19 |
Consumer Defensive | 5.54 | 5.90 |
Energy | 3.43 | 4.89 |
Real Estate | 2.76 | 4.22 |
Utilities | 2.48 | 3.22 |
Basic Materials | 1.91 | 3.17 |
Number of long holdings: 16,203
Number of short holdings: 8
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.83 | 219.87 | -1.78% | |
Microsoft | US5949181045 | 3.09 | 382.42 | -2.09% | |
NVIDIA | US67066G1040 | 3.04 | 109.59 | -1.66% | |
Amazon.com | US0231351067 | 2.10 | 194.69 | -3.31% | |
Meta Platforms | US30303M1027 | 1.53 | 585.62 | -2.82% | |
Alphabet A | US02079K3059 | 1.04 | 156.81 | -3.35% | |
Broadcom | US11135F1012 | 0.98 | 168.48 | -2.04% | |
Berkshire Hathaway B | US0846707026 | 0.88 | 527.69 | -1.28% | |
Alphabet C | US02079K1079 | 0.85 | 158.81 | -3.21% | |
Tesla | US88160R1014 | 0.84 | 265.95 | -2.63% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 407.95B | 1.12 | 11.49 | 12.30 | ||
Vanguard Total Intl Stock Index Inv | 209.79B | 5.17 | 4.34 | 4.95 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - |
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