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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.44 | 0.44 | 0.00 |
Stocks | 99.56 | 99.56 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.95 | 20.59 |
Price to Book | 4.00 | 4.00 |
Price to Sales | 2.66 | 2.65 |
Price to Cash Flow | 15.11 | 14.41 |
Dividend Yield | 1.38 | 1.53 |
5 Years Earnings Growth | 9.71 | 10.79 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.42 | 28.35 |
Financial Services | 13.97 | 14.72 |
Consumer Cyclical | 11.50 | 10.68 |
Healthcare | 10.81 | 12.24 |
Communication Services | 9.24 | 8.74 |
Industrials | 8.66 | 9.57 |
Consumer Defensive | 5.18 | 6.05 |
Energy | 3.29 | 3.79 |
Real Estate | 2.61 | 2.25 |
Utilities | 2.42 | 2.69 |
Basic Materials | 1.90 | 2.35 |
Number of long holdings: 3,618
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.10 | 223.75 | +1.37% | |
Microsoft | US5949181045 | 5.27 | 395.16 | +0.53% | |
NVIDIA | US67066G1040 | 4.77 | 120.69 | -0.59% | |
Amazon.com | US0231351067 | 3.84 | 205.71 | +1.21% | |
Meta Platforms | US30303M1027 | 2.57 | 626.31 | +1.21% | |
Alphabet A | US02079K3059 | 2.04 | 170.56 | +1.72% | |
Tesla | US88160R1014 | 1.89 | 288.14 | +3.50% | |
Broadcom | US11135F1012 | 1.77 | 188.26 | -1.56% | |
Alphabet C | US02079K1079 | 1.65 | 172.79 | +1.68% | |
Berkshire Hathaway B | US0846707026 | 1.42 | 528.87 | +0.57% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Intl Stock Index Inv | 209.79B | 5.17 | 4.34 | 4.95 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - | ||
Vanguard Institutional Idx Instl Pl | 188.7B | 1.44 | 12.53 | 12.96 |
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