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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.17 | 1.17 | 0.00 |
Shares | 46.92 | 46.92 | 0.00 |
Bonds | 51.91 | 51.91 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.31 | 16.93 |
Price to Book | 4.04 | 2.54 |
Price to Sales | 2.62 | 1.79 |
Price to Cash Flow | 14.74 | 10.71 |
Dividend Yield | 1.26 | 2.54 |
5 Years Earnings Growth | 12.33 | 10.52 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.90 | 19.36 |
Financial Services | 13.40 | 15.22 |
Healthcare | 11.58 | 12.44 |
Consumer Cyclical | 10.75 | 8.89 |
Industrials | 8.96 | 10.98 |
Communication Services | 8.54 | 6.29 |
Consumer Defensive | 5.44 | 7.22 |
Energy | 3.62 | 6.33 |
Basic Materials | 2.32 | 4.11 |
Real Estate | 2.28 | 6.58 |
Utilities | 2.19 | 3.77 |
Number of long holdings: 3,848
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.11 | 219.86 | -1.13% | |
Microsoft | US5949181045 | 2.99 | 401.21 | -1.76% | |
NVIDIA | US67066G1040 | 2.68 | 102.26 | -4.62% | |
Amazon.com | US0231351067 | 1.65 | 172.05 | -3.28% | |
Meta Platforms | US30303M1027 | 1.03 | 499.26 | -3.40% | |
Alphabet A | US02079K3059 | 0.96 | 151.53 | -3.63% | |
Alphabet C | US02079K1079 | 0.88 | 152.91 | -3.59% | |
Berkshire Hathaway B | US0846707026 | 0.79 | 461.60 | -0.71% | |
Eli Lilly | US5324571083 | 0.68 | 898.67 | -1.54% | |
JPMorgan | US46625H1005 | 0.63 | 212.96 | -2.15% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 682.25B | 15.67 | 7.97 | - | ||
Vanguard 500 Index Admiral | 530.69B | 19.49 | 9.33 | 12.94 | ||
Vanguard Total Stock Market Admiral | 387.96B | 18.16 | 7.70 | 12.31 | ||
Vanguard Total Intl Stock Index Inv | 203B | 10.64 | 1.87 | 4.55 | ||
Vanguard 500 Index Institutional Se | 182.04B | 19.51 | 9.36 | - |
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