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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.61 | 0.61 | 0.00 |
Shares | 46.47 | 46.47 | 0.00 |
Bonds | 52.92 | 52.92 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.64 | 16.69 |
Price to Book | 3.75 | 2.50 |
Price to Sales | 2.38 | 1.76 |
Price to Cash Flow | 13.68 | 10.49 |
Dividend Yield | 1.33 | 2.58 |
5 Years Earnings Growth | 11.95 | 10.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.06 | 18.68 |
Financial Services | 13.42 | 15.16 |
Healthcare | 12.04 | 12.46 |
Consumer Cyclical | 10.73 | 8.94 |
Industrials | 9.22 | 11.14 |
Communication Services | 8.97 | 6.16 |
Consumer Defensive | 5.75 | 7.34 |
Energy | 3.99 | 6.42 |
Basic Materials | 2.36 | 4.23 |
Real Estate | 2.23 | 6.86 |
Utilities | 2.22 | 3.89 |
Number of long holdings: 3,806
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.01 | 430.32 | +0.04% | |
Apple | US0378331005 | 2.62 | 189.99 | +0.01% | |
NVIDIA | US67066G1040 | 2.16 | 1,139.01 | +6.98% | |
Amazon.com | US0231351067 | 1.64 | 182.15 | +0.77% | |
Alphabet A | US02079K3059 | 1.09 | 176.40 | +0.81% | |
Meta Platforms | US30303M1027 | 1.00 | 479.92 | +0.36% | |
Alphabet C | US02079K1079 | 0.89 | 178.02 | +0.96% | |
Berkshire Hathaway B | US0846707026 | 0.76 | 404.22 | -0.78% | |
Eli Lilly | US5324571083 | 0.71 | 807.85 | +0.05% | |
JPMorgan | US46625H1005 | 0.61 | 199.50 | -0.60% |
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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