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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.88 | 2.88 | 0.00 |
Stocks | 97.12 | 97.12 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.14 | 19.75 |
Price to Book | 4.39 | 3.71 |
Price to Sales | 2.29 | 2.37 |
Price to Cash Flow | 14.69 | 13.66 |
Dividend Yield | 1.17 | 1.60 |
5 Years Earnings Growth | 13.28 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.87 | 26.53 |
Consumer Cyclical | 15.23 | 10.26 |
Financial Services | 12.86 | 14.26 |
Healthcare | 12.00 | 13.70 |
Communication Services | 8.34 | 8.18 |
Industrials | 7.47 | 10.16 |
Consumer Defensive | 4.21 | 6.51 |
Energy | 3.46 | 4.44 |
Basic Materials | 1.94 | 2.74 |
Utilities | 1.53 | 2.41 |
Real Estate | 1.10 | 2.37 |
Number of long holdings: 826
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.74 | - | - | |
NVIDIA Corp | - | 5.18 | - | - | |
Amazon.com Inc | - | 4.81 | - | - | |
Apple Inc | - | 3.72 | - | - | |
Alphabet Inc Class A | - | 2.72 | - | - | |
Meta Platforms Inc Class A | - | 1.74 | - | - | |
Visa Inc Class A | - | 1.72 | - | - | |
Eli Lilly and Co | - | 1.46 | - | - | |
Exxon Mobil Corp | - | 1.44 | - | - | |
Merck & Co Inc | - | 1.42 | - | - |
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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