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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.44 | 1.70 | 0.26 |
Shares | 98.51 | 98.51 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.53 | 17.02 |
Price to Book | 2.50 | 2.77 |
Price to Sales | 1.81 | 1.91 |
Price to Cash Flow | 11.44 | 11.49 |
Dividend Yield | 2.19 | 2.28 |
5 Years Earnings Growth | 11.36 | 11.10 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.73 | 20.34 |
Financial Services | 15.67 | 15.57 |
Industrials | 11.35 | 12.14 |
Healthcare | 10.76 | 13.12 |
Consumer Cyclical | 10.55 | 10.43 |
Communication Services | 7.41 | 7.81 |
Consumer Defensive | 6.06 | 8.96 |
Energy | 4.60 | 4.87 |
Basic Materials | 4.38 | 4.52 |
Real Estate | 2.80 | 2.32 |
Utilities | 2.69 | 3.27 |
Number of long holdings: 9,866
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.75 | 446.95 | -1.30% | |
Apple | US0378331005 | 3.41 | 210.61 | -1.63% | |
NVIDIA | US67066G1040 | 3.17 | 123.50 | -0.40% | |
Amazon.com | US0231351067 | 1.93 | 193.25 | -2.33% | |
Alphabet A | US02079K3059 | 1.27 | 182.15 | -1.76% | |
Meta Platforms | US30303M1027 | 1.25 | 503.89 | -3.02% | |
Alphabet C | US02079K1079 | 1.04 | 183.42 | -1.84% | |
Eli Lilly | US5324571083 | 0.84 | 905.38 | -0.40% | |
Berkshire Hathaway B | US0846707026 | 0.77 | 406.80 | -0.28% | |
Taiwan Semicon | TW0002330008 | 0.75 | 966.00 | +0.62% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard Total Intl Stock Index Inv | 197.89B | 6.01 | 0.42 | 4.22 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
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