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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.18 | 0.18 | 0.00 |
Shares | 99.83 | 99.83 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.24 | 19.38 |
Price to Book | 4.01 | 3.66 |
Price to Sales | 2.57 | 2.32 |
Price to Cash Flow | 14.45 | 13.37 |
Dividend Yield | 1.49 | 1.63 |
5 Years Earnings Growth | 12.02 | 11.53 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.85 | 26.57 |
Healthcare | 12.57 | 13.79 |
Financial Services | 12.50 | 14.16 |
Consumer Cyclical | 10.80 | 10.32 |
Communication Services | 8.89 | 8.10 |
Industrials | 8.22 | 10.13 |
Consumer Defensive | 5.93 | 6.55 |
Energy | 3.71 | 4.36 |
Real Estate | 2.31 | 2.42 |
Utilities | 2.13 | 2.41 |
Basic Materials | 2.09 | 2.76 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.18 | 393.56 | -3.79% | |
Apple | US0378331005 | 6.17 | 168.79 | -0.14% | |
NVIDIA | US67066G1040 | 4.56 | 816.85 | +2.52% | |
Amazon.com | US0231351067 | 3.75 | 172.35 | -2.40% | |
Meta Platforms | US30303M1027 | 2.54 | 434.47 | -11.96% | |
Alphabet A | US02079K3059 | 1.91 | 155.94 | -2.00% | |
Berkshire Hathaway B | US0846707026 | 1.74 | 403.88 | -0.51% | |
Alphabet C | US02079K1079 | 1.63 | 157.59 | -2.18% | |
Eli Lilly | US5324571083 | 1.40 | 724.67 | -1.03% | |
Broadcom | US11135F1012 | 1.33 | 1,288.71 | +2.54% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 4.34 | 1.83 | 4.38 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 | ||
Vanguard 500 Index Institutional Se | 168.5B | 10.55 | 11.48 | - |
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