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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.07 | 0.08 | 0.01 |
Stocks | 99.94 | 99.94 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.12 | 20.22 |
Price to Book | 4.29 | 3.78 |
Price to Sales | 2.88 | 2.44 |
Price to Cash Flow | 15.63 | 13.79 |
Dividend Yield | 1.42 | 1.60 |
5 Years Earnings Growth | 12.19 | 11.72 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.71 | 27.55 |
Financial Services | 13.04 | 14.10 |
Healthcare | 12.32 | 13.53 |
Consumer Cyclical | 9.54 | 10.03 |
Communication Services | 8.81 | 8.23 |
Industrials | 7.54 | 9.80 |
Consumer Defensive | 5.94 | 6.36 |
Energy | 3.51 | 4.30 |
Utilities | 2.42 | 2.57 |
Real Estate | 2.25 | 2.36 |
Basic Materials | 1.91 | 2.65 |
Number of long holdings: 502
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.00 | 227.79 | +0.12% | |
Microsoft | US5949181045 | 6.51 | 428.02 | -0.76% | |
NVIDIA | US67066G1040 | 5.85 | 121.40 | -2.13% | |
Amazon.com | US0231351067 | 3.51 | 187.97 | -1.67% | |
Meta Platforms | US30303M1027 | 2.40 | 567.36 | -0.08% | |
Alphabet A | US02079K3059 | 2.01 | 163.95 | +0.75% | |
Berkshire Hathaway B | US0846707026 | 1.74 | 457.47 | +0.72% | |
Eli Lilly | US5324571083 | 1.72 | 877.79 | -3.47% | |
Alphabet C | US02079K1079 | 1.65 | 165.29 | +0.89% | |
Broadcom | US11135F1012 | 1.58 | 172.69 | -3.03% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 700.88B | 18.17 | 7.72 | - | ||
Vanguard 500 Index Admiral | 542.14B | 19.49 | 9.33 | 12.94 | ||
Vanguard Total Stock Market Admiral | 395.58B | 18.16 | 7.70 | 12.31 | ||
Vanguard Total Intl Stock Index Inv | 209.55B | 10.64 | 1.87 | 4.55 | ||
Vanguard 500 Index Institutional Se | 188.05B | 19.51 | 9.36 | - |
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