Company | Name | Exchange | Sector | Industry | Market Cap | P/E Ratio | PEG Ratio | Last Trade Price | Day Change (%) | Fair Value | Fair Value Upside | Fair Value Label | Analyst Price Target | Analyst Target Upside | Overall Health |
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Vanguard Total Stock Market | NYSE | Financial | Investment Banking & Investment Services | $1.64T | 7.4x | $269.69 | 1.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Vanguard S&P 500 | NYSE | Financial | Investment Banking & Investment Services | $1.26T | 6.3x | $500.33 | 1.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
SPDR S&P 500 | NYSE | Financial | Investment Banking & Investment Services | $548.41B | 4.7x | $544.44 | 1.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
ishares S&P 500 | NYSE | Financial | Investment Banking & Investment Services | $489.10B | 7.6x | $547.39 | 1.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Invesco QQQ Trust | NASDAQ | Financial | Investment Banking & Investment Services | $278.15B | 4.5x | $462.97 | 1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Vanguard Growth | NYSE | Financial | Investment Banking & Investment Services | $231.41B | 5.5x | $361.72 | 0.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Blackstone | NYSE | Financial | Investment Banking & Investment Services | $173.24B | 54.3x | 0.93 | $142 | 1.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |
Vanguard Value | NYSE | Financial | Investment Banking & Investment Services | $171.91B | 19.4x | $166.91 | 1.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Goldman Sachs | NYSE | Financial | Investment Banking & Investment Services | $169.51B | 15.9x | 0.49 | $499.03 | 1.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |
Goldman Sachs Group Inc Pc ADR | NYSE | Financial | Investment Banking & Investment Services | $169.51B | 15.9x | $23.92 | -1.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Goldman Sachs Group Inc Pd ADR | NYSE | Financial | Investment Banking & Investment Services | $169.51B | 15.9x | $22.75 | -1.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Goldman Sachs Group Inc Pa ADR | NYSE | Financial | Investment Banking & Investment Services | $169.51B | 15.9x | $22.93 | -2.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Morgan Stanley Pa ADR | NYSE | Financial | Investment Banking & Investment Services | $168.68B | 17x | $22.51 | 0.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Morgan Stanley Pi ADR | NYSE | Financial | Investment Banking & Investment Services | $168.68B | 17x | $24.92 | 0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Morgan Stanley Pe ADR | NYSE | Financial | Investment Banking & Investment Services | $168.68B | 17x | $25.28 | -0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Morgan Stanley | NYSE | Financial | Investment Banking & Investment Services | $168.68B | 17x | 2.47 | $104.19 | 0.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |
Morgan Stanley Pref K | NYSE | Financial | Investment Banking & Investment Services | $168.68B | $24.36 | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||||
Morgan Stanley Pf ADR | NYSE | Financial | Investment Banking & Investment Services | $168.68B | 17x | $25.22 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Vanguard Mid-Cap | NYSE | Financial | Investment Banking & Investment Services | $164.49B | 9.6x | $249.09 | 1.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Vanguard Small-Cap | NYSE | Financial | Investment Banking & Investment Services | $143.11B | 10.6x | $232.10 | 1.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Vanguard FTSE Developed Markets | NYSE | Financial | Investment Banking & Investment Services | $133.61B | $50.27 | 1.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
BlackRock | NYSE | Financial | Investment Banking & Investment Services | $126.60B | 21x | 1.17 | $856.20 | 2.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |
Citigroup | NYSE | Financial | Investment Banking & Investment Services | $124.05B | 17.9x | -0.41 | $65.19 | 1.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |
Charles Schwab | NYSE | Financial | Investment Banking & Investment Services | $121.67B | 27.7x | -0.86 | $66.60 | 0.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |
iShares Core MSCI EAFE | NYSE | Financial | Investment Banking & Investment Services | $117.15B | $73.88 | 1.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
iShares Core US Aggregate Bond | NYSE | Financial | Investment Banking & Investment Services | $111.84B | 33.3x | $98.32 | 0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Vanguard Total Bond Market | NASDAQ | Financial | Investment Banking & Investment Services | $109.65B | $72.94 | 0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
Vanguard FTSE Emerging Markets | NYSE | Financial | Investment Banking & Investment Services | $106.32B | 12.9x | $43.72 | 1.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
KKR & Co | NYSE | Financial | Investment Banking & Investment Services | $105.19B | 25.6x | 0.02 | $118.51 | 1.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |
Vanguard Extended Market | NYSE | Financial | Investment Banking & Investment Services | $98.63B | 0.5x | $178.79 | 1.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ |