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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.44 | 2.44 | 0.00 |
Stocks | 97.56 | 97.56 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 34.75 | 27.74 |
Price to Book | 7.95 | 6.59 |
Price to Sales | 5.51 | 4.15 |
Price to Cash Flow | 19.97 | 18.19 |
Dividend Yield | 0.42 | 0.72 |
5 Years Earnings Growth | 18.35 | 14.83 |
Name | Net % | Category Average |
---|---|---|
Technology | 44.72 | 38.55 |
Consumer Cyclical | 16.18 | 14.11 |
Communication Services | 14.46 | 11.29 |
Healthcare | 10.32 | 12.77 |
Financial Services | 7.77 | 9.26 |
Industrials | 2.89 | 7.29 |
Real Estate | 2.57 | 1.65 |
Consumer Defensive | 1.09 | 3.78 |
Number of long holdings: 124
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 8.46 | - | - | |
Amazon.com Inc | - | 8.07 | - | - | |
NVIDIA Corp | - | 8.03 | - | - | |
Meta Platforms Inc Class A | - | 5.08 | - | - | |
Apple Inc | - | 4.49 | - | - | |
Alphabet Inc Class C | - | 3.64 | - | - | |
Eli Lilly and Co | - | 2.71 | - | - | |
Netflix Inc | - | 2.47 | - | - | |
Shopify Inc Registered Shs -A- Subord Vtg | - | 1.98 | - | - | |
Mastercard Inc Class A | - | 1.93 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard Total Intl Stock Index Inv | 197.89B | 6.01 | 0.42 | 4.22 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
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