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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.360 | 1.650 | 0.290 |
Stocks | 98.590 | 98.590 | 0.000 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.713 | 16.921 |
Price to Book | 2.513 | 2.758 |
Price to Sales | 1.796 | 1.890 |
Price to Cash Flow | 11.316 | 11.393 |
Dividend Yield | 2.117 | 2.254 |
5 Years Earnings Growth | 11.107 | 10.887 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.470 | 20.464 |
Financial Services | 15.640 | 15.477 |
Industrials | 11.440 | 12.161 |
Healthcare | 11.010 | 13.095 |
Consumer Cyclical | 10.950 | 10.302 |
Communication Services | 7.170 | 7.799 |
Consumer Defensive | 6.020 | 8.998 |
Energy | 4.580 | 4.819 |
Basic Materials | 4.380 | 4.522 |
Real Estate | 2.890 | 2.307 |
Utilities | 2.450 | 3.141 |
Number of long holdings: 9,905
Number of short holdings: 9
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.82 | 416.56 | +0.69% | |
Apple | US0378331005 | 3.05 | 187.43 | +0.62% | |
NVIDIA | US67066G1040 | 2.62 | 913.56 | +1.06% | |
Amazon.com | US0231351067 | 1.98 | 187.07 | +0.27% | |
Meta Platforms | US30303M1027 | 1.31 | 471.85 | +0.82% | |
Alphabet A | US02079K3059 | 1.11 | 170.34 | +0.71% | |
Alphabet C | US02079K1079 | 0.91 | 171.93 | +0.60% | |
Eli Lilly | US5324571083 | 0.80 | 763.98 | +0.83% | |
Berkshire Hathaway B | US0846707026 | 0.79 | 410.24 | -0.24% | |
JPMorgan | US46625H1005 | 0.70 | 201.51 | +1.40% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 505.18B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 373.3B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 1.91 | 0.13 | 4.01 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 6.03 | 8.04 | 12.40 |
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