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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.25 | 1.25 | 0.00 |
Stocks | 61.10 | 61.10 | 0.00 |
Bonds | 37.64 | 37.68 | 0.04 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.32 | 18.21 |
Price to Book | 3.73 | 3.08 |
Price to Sales | 2.40 | 2.07 |
Price to Cash Flow | 14.16 | 11.96 |
Dividend Yield | 1.43 | 2.00 |
5 Years Earnings Growth | 11.95 | 11.29 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.18 | 22.93 |
Financial Services | 13.02 | 14.97 |
Healthcare | 12.41 | 13.35 |
Consumer Cyclical | 10.56 | 10.09 |
Industrials | 9.59 | 10.85 |
Communication Services | 8.21 | 7.20 |
Consumer Defensive | 5.60 | 6.31 |
Energy | 4.07 | 5.46 |
Real Estate | 2.81 | 3.56 |
Basic Materials | 2.39 | 3.52 |
Utilities | 2.16 | 3.04 |
Number of long holdings: 15,939
Number of short holdings: 7
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.76 | - | - | |
Apple Inc | - | 3.03 | - | - | |
NVIDIA Corp | - | 2.58 | - | - | |
Amazon.com Inc | - | 2.03 | - | - | |
Meta Platforms Inc Class A | - | 1.29 | - | - | |
Alphabet Inc Class A | - | 1.07 | - | - | |
Alphabet Inc Class C | - | 0.88 | - | - | |
Berkshire Hathaway Inc Class B | - | 0.83 | - | - | |
Eli Lilly and Co | - | 0.80 | - | - | |
Broadcom Inc | - | 0.75 | - | - |
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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