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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.89 | 0.89 | 0.00 |
Shares | 60.85 | 60.85 | 0.00 |
Bonds | 38.26 | 38.32 | 0.06 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.32 | 18.16 |
Price to Book | 3.55 | 3.08 |
Price to Sales | 2.28 | 2.07 |
Price to Cash Flow | 13.36 | 11.94 |
Dividend Yield | 1.53 | 2.01 |
5 Years Earnings Growth | 11.62 | 11.27 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.82 | 22.94 |
Financial Services | 12.99 | 15.00 |
Healthcare | 12.29 | 13.34 |
Consumer Cyclical | 10.49 | 10.05 |
Industrials | 9.56 | 10.85 |
Communication Services | 8.40 | 7.22 |
Consumer Defensive | 5.78 | 6.30 |
Energy | 4.21 | 5.49 |
Real Estate | 2.71 | 3.53 |
Utilities | 2.38 | 3.05 |
Basic Materials | 2.37 | 3.51 |
Number of long holdings: 15,898
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.63 | 430.16 | +0.74% | |
Apple | US0378331005 | 3.14 | 189.98 | +1.66% | |
NVIDIA | US67066G1040 | 2.57 | 1,064.69 | +2.57% | |
Amazon.com | US0231351067 | 2.05 | 180.75 | -0.17% | |
Alphabet A | US02079K3059 | 1.20 | 174.99 | +0.83% | |
Meta Platforms | US30303M1027 | 1.19 | 478.22 | +2.67% | |
Alphabet C | US02079K1079 | 1.00 | 176.33 | +0.73% | |
Eli Lilly | US5324571083 | 0.84 | 807.43 | -0.13% | |
Berkshire Hathaway B | US0846707026 | 0.82 | 407.41 | +0.38% | |
Broadcom | US11135F1012 | 0.76 | 1,407.84 | +1.04% |
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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