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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.52 | 0.52 | 0.00 |
Stocks | 99.48 | 99.48 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.33 | 19.70 |
Price to Book | 3.55 | 3.71 |
Price to Sales | 2.28 | 2.37 |
Price to Cash Flow | 13.37 | 13.61 |
Dividend Yield | 1.53 | 1.61 |
5 Years Earnings Growth | 11.62 | 11.63 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.84 | 26.50 |
Financial Services | 12.97 | 14.24 |
Healthcare | 12.30 | 13.70 |
Consumer Cyclical | 10.49 | 10.25 |
Industrials | 9.55 | 10.18 |
Communication Services | 8.40 | 8.19 |
Consumer Defensive | 5.78 | 6.51 |
Energy | 4.21 | 4.45 |
Real Estate | 2.70 | 2.36 |
Utilities | 2.39 | 2.42 |
Basic Materials | 2.37 | 2.75 |
Number of long holdings: 3,720
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.94 | 429.17 | -0.27% | |
Apple | US0378331005 | 5.13 | 190.29 | +0.16% | |
NVIDIA | US67066G1040 | 4.21 | 1,148.25 | +0.81% | |
Amazon.com | US0231351067 | 3.36 | 182.02 | -0.07% | |
Alphabet A | US02079K3059 | 1.97 | 175.90 | -0.28% | |
Meta Platforms | US30303M1027 | 1.94 | 474.36 | -1.16% | |
Alphabet C | US02079K1079 | 1.63 | 177.40 | -0.35% | |
Berkshire Hathaway B | US0846707026 | 1.45 | 404.09 | +0.05% | |
Eli Lilly | US5324571083 | 1.37 | 811.53 | +0.45% | |
Broadcom | US11135F1012 | 1.25 | 1,390.67 | -1.54% |
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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