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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.380 | 1.650 | 0.270 |
Stocks | 98.570 | 98.570 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.119 | 16.925 |
Price to Book | 2.439 | 2.762 |
Price to Sales | 1.752 | 1.893 |
Price to Cash Flow | 11.032 | 11.385 |
Dividend Yield | 2.230 | 2.268 |
5 Years Earnings Growth | 11.119 | 10.865 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.950 | 20.382 |
Financial Services | 15.690 | 15.538 |
Industrials | 11.470 | 12.150 |
Healthcare | 10.960 | 13.190 |
Consumer Cyclical | 10.840 | 10.197 |
Communication Services | 7.300 | 7.797 |
Consumer Defensive | 6.140 | 8.981 |
Energy | 4.760 | 4.877 |
Basic Materials | 4.450 | 4.502 |
Real Estate | 2.820 | 2.298 |
Utilities | 2.630 | 3.194 |
Number of long holdings: 9,894
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.67 | 415.13 | +0.23% | |
Apple | US0378331005 | 3.15 | 192.25 | +0.54% | |
NVIDIA | US67066G1040 | 2.60 | 1,096.33 | -0.82% | |
Amazon.com | US0231351067 | 2.00 | 176.44 | -1.60% | |
Alphabet A | US02079K3059 | 1.25 | 172.50 | +0.23% | |
Meta Platforms | US30303M1027 | 1.21 | 466.83 | +0.05% | |
Alphabet C | US02079K1079 | 1.03 | 173.96 | +0.21% | |
Eli Lilly | US5324571083 | 0.84 | 820.34 | +0.65% | |
Berkshire Hathaway B | US0846707026 | 0.77 | 414.40 | +1.42% | |
Taiwan Semicon | TW0002330008 | 0.73 | 821.00 | -2.03% |
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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