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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.39 | 0.39 | 0.00 |
Stocks | 99.61 | 99.61 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.33 | 19.73 |
Price to Book | 3.73 | 3.71 |
Price to Sales | 2.40 | 2.37 |
Price to Cash Flow | 14.15 | 13.65 |
Dividend Yield | 1.43 | 1.60 |
5 Years Earnings Growth | 11.96 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.20 | 26.55 |
Financial Services | 12.99 | 14.25 |
Healthcare | 12.42 | 13.72 |
Consumer Cyclical | 10.56 | 10.26 |
Industrials | 9.58 | 10.16 |
Communication Services | 8.22 | 8.18 |
Consumer Defensive | 5.60 | 6.51 |
Energy | 4.07 | 4.41 |
Real Estate | 2.81 | 2.38 |
Basic Materials | 2.39 | 2.74 |
Utilities | 2.16 | 2.40 |
Number of long holdings: 3,719
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.13 | - | - | |
Apple Inc | - | 4.94 | - | - | |
NVIDIA Corp | - | 4.21 | - | - | |
Amazon.com Inc | - | 3.31 | - | - | |
Meta Platforms Inc Class A | - | 2.10 | - | - | |
Alphabet Inc Class A | - | 1.75 | - | - | |
Berkshire Hathaway Inc Class B | - | 1.46 | - | - | |
Alphabet Inc Class C | - | 1.44 | - | - | |
Eli Lilly and Co | - | 1.31 | - | - | |
Broadcom Inc | - | 1.22 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
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 | ||
Vanguard 500 Index Institutional Se | 168.5B | 6.03 | 8.05 | - |
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