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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.42 | 0.42 | 0.00 |
Shares | 99.58 | 99.58 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.93 | 20.01 |
Price to Book | 3.91 | 3.84 |
Price to Sales | 2.57 | 2.51 |
Price to Cash Flow | 14.78 | 14.04 |
Dividend Yield | 1.41 | 1.58 |
5 Years Earnings Growth | 11.83 | 11.90 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.71 | 27.61 |
Financial Services | 12.95 | 14.13 |
Healthcare | 11.95 | 13.41 |
Consumer Cyclical | 10.44 | 10.11 |
Industrials | 8.93 | 9.79 |
Communication Services | 8.26 | 8.15 |
Consumer Defensive | 5.59 | 6.40 |
Energy | 3.46 | 4.08 |
Real Estate | 2.95 | 2.42 |
Utilities | 2.56 | 2.70 |
Basic Materials | 2.19 | 2.62 |
Number of long holdings: 3,658
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.08 | 224.23 | -1.20% | |
Microsoft | US5949181045 | 5.77 | 418.01 | -1.07% | |
NVIDIA | US67066G1040 | 5.12 | 145.26 | -1.61% | |
Amazon.com | US0231351067 | 3.18 | 206.84 | -0.64% | |
Meta Platforms | US30303M1027 | 2.26 | 583.17 | -1.05% | |
Alphabet A | US02079K3059 | 1.75 | 180.35 | +1.12% | |
Berkshire Hathaway B | US0846707026 | 1.47 | 467.36 | +0.85% | |
Broadcom | US11135F1012 | 1.45 | 178.91 | -2.58% | |
Alphabet C | US02079K1079 | 1.43 | 181.97 | +1.17% | |
Eli Lilly | US5324571083 | 1.37 | 832.44 | +0.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard 500 Index Admiral | 552.77B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 401.69B | 19.67 | 7.47 | 12.38 | ||
Vanguard Total Intl Stock Index Inv | 214.44B | 8.15 | 1.40 | 4.88 | ||
Vanguard 500 Index Institutional Se | 193.35B | 20.96 | 9.07 | - | ||
Vanguard Institutional Idx Instl Pl | 183.19B | 20.95 | 9.06 | 12.99 |
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