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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.34 | 0.34 | 0.00 |
Stocks | 99.66 | 99.66 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.75 | 19.75 |
Price to Book | 4.11 | 3.71 |
Price to Sales | 2.66 | 2.37 |
Price to Cash Flow | 14.99 | 13.66 |
Dividend Yield | 1.44 | 1.60 |
5 Years Earnings Growth | 11.87 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.59 | 26.53 |
Financial Services | 12.65 | 14.26 |
Healthcare | 12.45 | 13.70 |
Consumer Cyclical | 10.51 | 10.26 |
Communication Services | 8.95 | 8.18 |
Industrials | 8.32 | 10.16 |
Consumer Defensive | 5.93 | 6.51 |
Energy | 3.95 | 4.44 |
Real Estate | 2.28 | 2.37 |
Utilities | 2.20 | 2.41 |
Basic Materials | 2.15 | 2.74 |
Number of long holdings: 506
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.07 | - | - | |
Apple Inc | - | 5.63 | - | - | |
NVIDIA Corp | - | 5.05 | - | - | |
Amazon.com Inc | - | 3.73 | - | - | |
Meta Platforms Inc Class A | - | 2.42 | - | - | |
Alphabet Inc Class A | - | 2.01 | - | - | |
Berkshire Hathaway Inc Class B | - | 1.73 | - | - | |
Alphabet Inc Class C | - | 1.70 | - | - | |
Eli Lilly and Co | - | 1.40 | - | - | |
Broadcom Inc | - | 1.32 | - | - |
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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