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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.26 | 0.28 | 0.02 |
Shares | 99.74 | 99.74 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.25 | 19.75 |
Price to Book | 3.71 | 3.71 |
Price to Sales | 2.39 | 2.37 |
Price to Cash Flow | 14.10 | 13.66 |
Dividend Yield | 1.44 | 1.60 |
5 Years Earnings Growth | 11.94 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.91 | 26.53 |
Financial Services | 13.18 | 14.26 |
Healthcare | 12.45 | 13.70 |
Consumer Cyclical | 10.54 | 10.26 |
Industrials | 9.51 | 10.16 |
Communication Services | 8.35 | 8.18 |
Consumer Defensive | 5.58 | 6.51 |
Energy | 4.10 | 4.44 |
Real Estate | 2.80 | 2.37 |
Basic Materials | 2.42 | 2.74 |
Utilities | 2.16 | 2.41 |
Number of long holdings: 2,925
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.15 | 430.52 | +0.35% | |
Apple | US0378331005 | 4.91 | 190.90 | -0.75% | |
NVIDIA | US67066G1040 | 4.22 | 949.50 | -0.46% | |
Amazon.com | US0231351067 | 3.19 | 183.13 | -0.01% | |
Meta Platforms | US30303M1027 | 2.11 | 467.78 | +0.68% | |
Alphabet A | US02079K3059 | 1.76 | 176.38 | -0.83% | |
Berkshire Hathaway B | US0846707026 | 1.51 | 413.99 | -0.09% | |
Alphabet C | US02079K1079 | 1.50 | 178.00 | -0.86% | |
Eli Lilly | US5324571083 | 1.29 | 802.91 | -0.03% | |
JPMorgan | US46625H1005 | 1.14 | 198.31 | -0.61% |
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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