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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.36 | 1.65 | 0.29 |
Shares | 98.59 | 98.59 | 0.00 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.71 | 16.96 |
Price to Book | 2.51 | 2.76 |
Price to Sales | 1.80 | 1.90 |
Price to Cash Flow | 11.32 | 11.40 |
Dividend Yield | 2.12 | 2.26 |
5 Years Earnings Growth | 11.11 | 10.90 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.47 | 20.46 |
Financial Services | 15.64 | 15.54 |
Industrials | 11.44 | 12.15 |
Healthcare | 11.01 | 13.05 |
Consumer Cyclical | 10.95 | 10.32 |
Communication Services | 7.17 | 7.79 |
Consumer Defensive | 6.02 | 8.98 |
Energy | 4.58 | 4.83 |
Basic Materials | 4.38 | 4.53 |
Real Estate | 2.89 | 2.30 |
Utilities | 2.45 | 3.14 |
Number of long holdings: 9,905
Number of short holdings: 9
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.82 | 420.21 | -0.19% | |
Apple | US0378331005 | 3.05 | 189.87 | +0.02% | |
NVIDIA | US67066G1040 | 2.62 | 924.79 | -1.99% | |
Amazon.com | US0231351067 | 1.98 | 184.70 | +0.58% | |
Meta Platforms | US30303M1027 | 1.31 | 471.91 | -0.28% | |
Alphabet A | US02079K3059 | 1.11 | 176.06 | +1.08% | |
Alphabet C | US02079K1079 | 0.91 | 177.29 | +1.06% | |
Eli Lilly | US5324571083 | 0.80 | 770.09 | -0.13% | |
Berkshire Hathaway B | US0846707026 | 0.79 | 417.04 | +0.95% | |
JPMorgan | US46625H1005 | 0.70 | 204.85 | +1.18% |
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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