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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.13 | 0.13 | 0.00 |
Shares | 99.87 | 99.87 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.82 | 19.73 |
Price to Book | 4.16 | 3.71 |
Price to Sales | 2.26 | 2.37 |
Price to Cash Flow | 15.79 | 13.65 |
Dividend Yield | 1.91 | 1.60 |
5 Years Earnings Growth | 9.83 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.35 | 26.55 |
Financial Services | 20.15 | 14.25 |
Healthcare | 16.34 | 13.72 |
Industrials | 12.44 | 10.16 |
Consumer Defensive | 11.34 | 6.51 |
Consumer Cyclical | 6.92 | 10.26 |
Basic Materials | 4.22 | 2.74 |
Energy | 3.20 | 4.41 |
Utilities | 2.02 | 2.40 |
Communication Services | 1.03 | 8.18 |
Number of long holdings: 343
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.02 | 423.08 | +1.75% | |
Apple | US0378331005 | 3.68 | 189.72 | +1.22% | |
Broadcom | US11135F1012 | 3.36 | 1,436.17 | +4.07% | |
JPMorgan | US46625H1005 | 3.34 | 202.16 | +0.32% | |
Exxon Mobil | US30231G1022 | 2.69 | 118.61 | +0.80% | |
UnitedHealth | US91324P1021 | 2.64 | 517.50 | +0.70% | |
Visa A | US92826C8394 | 2.43 | 281.53 | +1.36% | |
Mastercard | US57636Q1040 | 2.30 | 458.04 | +0.85% | |
Home Depot | US4370761029 | 2.21 | 348.70 | +2.41% | |
Procter&Gamble | US7427181091 | 2.21 | 166.54 | +0.47% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 505.18B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 373.3B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 1.91 | 0.13 | 4.01 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 6.03 | 8.04 | 12.40 |
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