Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.140 | 0.150 | 0.010 |
Shares | 99.860 | 99.860 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.189 | 20.027 |
Price to Book | 4.270 | 3.912 |
Price to Sales | 2.821 | 2.578 |
Price to Cash Flow | 15.159 | 14.182 |
Dividend Yield | 1.446 | 1.554 |
5 Years Earnings Growth | 11.547 | 11.918 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.010 | 28.203 |
Financial Services | 12.900 | 14.178 |
Healthcare | 11.180 | 12.952 |
Consumer Cyclical | 10.210 | 10.096 |
Communication Services | 9.110 | 8.254 |
Industrials | 7.550 | 9.755 |
Consumer Defensive | 5.760 | 6.247 |
Energy | 3.370 | 3.933 |
Utilities | 2.700 | 2.830 |
Real Estate | 2.280 | 2.372 |
Basic Materials | 1.930 | 2.565 |
Number of long holdings: 505
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.11 | 251.04 | +1.17% | |
NVIDIA | US67066G1040 | 6.76 | 132.00 | -1.68% | |
Microsoft | US5949181045 | 6.25 | 451.59 | +0.97% | |
Amazon.com | US0231351067 | 3.60 | 232.93 | +2.40% | |
Meta Platforms | US30303M1027 | 2.57 | 624.24 | +0.71% | |
Alphabet A | US02079K3059 | 2.08 | 196.66 | +3.60% | |
Alphabet C | US02079K1079 | 1.72 | 198.16 | +3.54% | |
Berkshire Hathaway B | US0846707026 | 1.71 | 455.20 | -0.59% | |
Broadcom | US11135F1012 | 1.64 | 250.00 | +11.21% | |
Tesla | US88160R1014 | 1.44 | 463.02 | +6.14% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 27.63 | 10.36 | - | ||
Vanguard 500 Index Admiral | 577.55B | 28.02 | 11.39 | 13.31 | ||
Vanguard Total Stock Market Admiral | 421.1B | 27.60 | 10.34 | 12.84 | ||
Vanguard Total Intl Stock Index Inv | 206B | 7.87 | 2.85 | 4.88 | ||
Vanguard 500 Index Institutional Se | 204.82B | 28.06 | 11.42 | - |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review