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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.89 | 0.89 | 0.00 |
Stocks | 60.85 | 60.85 | 0.00 |
Bonds | 38.26 | 38.32 | 0.06 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.32 | 18.13 |
Price to Book | 3.55 | 3.07 |
Price to Sales | 2.28 | 2.06 |
Price to Cash Flow | 13.36 | 11.91 |
Dividend Yield | 1.53 | 2.02 |
5 Years Earnings Growth | 11.62 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.82 | 22.90 |
Financial Services | 12.99 | 14.99 |
Healthcare | 12.29 | 13.34 |
Consumer Cyclical | 10.49 | 10.05 |
Industrials | 9.56 | 10.84 |
Communication Services | 8.40 | 7.23 |
Consumer Defensive | 5.78 | 6.29 |
Energy | 4.21 | 5.52 |
Real Estate | 2.71 | 3.52 |
Utilities | 2.38 | 3.08 |
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 | 427.87 | +0.95% | |
Apple | US0378331005 | 3.14 | 193.12 | -1.91% | |
NVIDIA | US67066G1040 | 2.57 | 121.79 | +0.74% | |
Amazon.com | US0231351067 | 2.05 | 187.06 | +1.50% | |
Alphabet A | US02079K3059 | 1.20 | 175.01 | +0.43% | |
Meta Platforms | US30303M1027 | 1.19 | 502.60 | +1.96% | |
Alphabet C | US02079K1079 | 1.00 | 176.63 | +0.50% | |
Eli Lilly | US5324571083 | 0.84 | 865.00 | +1.77% | |
Berkshire Hathaway B | US0846707026 | 0.82 | 410.81 | -0.70% | |
Broadcom | US11135F1012 | 0.76 | 1,441.38 | +2.47% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard Total Intl Stock Index Inv | 197.89B | 6.01 | 0.42 | 4.22 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
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