Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.25 | 0.27 | 0.02 |
Stocks | 99.75 | 99.75 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.32 | 19.65 |
Price to Book | 3.55 | 3.70 |
Price to Sales | 2.28 | 2.36 |
Price to Cash Flow | 13.36 | 13.57 |
Dividend Yield | 1.53 | 1.61 |
5 Years Earnings Growth | 11.62 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.82 | 26.48 |
Financial Services | 12.99 | 14.24 |
Healthcare | 12.29 | 13.69 |
Consumer Cyclical | 10.49 | 10.25 |
Industrials | 9.56 | 10.19 |
Communication Services | 8.40 | 8.20 |
Consumer Defensive | 5.78 | 6.53 |
Energy | 4.21 | 4.46 |
Real Estate | 2.70 | 2.35 |
Utilities | 2.38 | 2.44 |
Basic Materials | 2.37 | 2.75 |
Number of long holdings: 3,306
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.95 | 415.13 | +0.23% | |
Apple | US0378331005 | 5.14 | 192.25 | +0.54% | |
NVIDIA | US67066G1040 | 4.22 | 1,096.33 | -0.82% | |
Amazon.com | US0231351067 | 3.36 | 176.44 | -1.60% | |
Alphabet A | US02079K3059 | 1.97 | 172.50 | +0.23% | |
Meta Platforms | US30303M1027 | 1.95 | 466.83 | +0.05% | |
Alphabet C | US02079K1079 | 1.63 | 173.96 | +0.21% | |
Berkshire Hathaway B | US0846707026 | 1.42 | 414.40 | +1.42% | |
Eli Lilly | US5324571083 | 1.37 | 820.34 | +0.65% | |
Broadcom | US11135F1012 | 1.25 | 1,328.55 | -2.45% |
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 | - |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review