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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.10 | 0.10 | 0.00 |
Stocks | 99.90 | 99.90 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.99 | 28.07 |
Price to Book | 9.04 | 6.66 |
Price to Sales | 4.00 | 4.19 |
Price to Cash Flow | 18.31 | 18.49 |
Dividend Yield | 0.78 | 0.71 |
5 Years Earnings Growth | 14.70 | 14.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 44.78 | 38.70 |
Consumer Cyclical | 14.93 | 14.13 |
Communication Services | 12.48 | 11.15 |
Healthcare | 10.62 | 12.78 |
Financial Services | 6.05 | 9.28 |
Industrials | 5.03 | 7.23 |
Consumer Defensive | 4.13 | 3.79 |
Real Estate | 0.78 | 1.68 |
Basic Materials | 0.64 | 1.90 |
Energy | 0.50 | 1.84 |
Utilities | 0.07 | 1.03 |
Number of long holdings: 443
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 11.51 | 430.32 | +0.04% | |
Apple | US0378331005 | 9.87 | 189.99 | +0.01% | |
NVIDIA | US67066G1040 | 8.16 | 1,139.01 | +6.98% | |
Amazon.com | US0231351067 | 6.26 | 182.15 | +0.77% | |
Alphabet A | US02079K3059 | 3.84 | 176.40 | +0.81% | |
Meta Platforms | US30303M1027 | 3.78 | 479.92 | +0.36% | |
Alphabet C | US02079K1079 | 3.28 | 178.02 | +0.96% | |
Eli Lilly | US5324571083 | 2.63 | 807.85 | +0.05% | |
Broadcom | US11135F1012 | 2.23 | 1,412.45 | +0.33% | |
Tesla | US88160R1014 | 2.01 | 176.75 | -1.39% |
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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