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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.300 | 1.460 | 0.160 |
Stocks | 65.480 | 65.480 | 0.000 |
Bonds | 33.190 | 33.190 | 0.000 |
Convertible | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.262 | 18.138 |
Price to Book | 3.737 | 3.075 |
Price to Sales | 2.539 | 2.062 |
Price to Cash Flow | 14.566 | 11.917 |
Dividend Yield | 1.609 | 2.012 |
5 Years Earnings Growth | 11.650 | 11.275 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.340 | 22.926 |
Financial Services | 15.140 | 14.990 |
Healthcare | 12.990 | 13.340 |
Consumer Cyclical | 12.000 | 10.061 |
Communication Services | 9.610 | 7.222 |
Industrials | 6.180 | 10.835 |
Consumer Defensive | 5.060 | 6.286 |
Energy | 4.480 | 5.506 |
Utilities | 3.200 | 3.073 |
Basic Materials | 1.830 | 3.509 |
Real Estate | 1.170 | 3.528 |
Number of long holdings: 1,344
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 5.61 | - | - | |
Alphabet Inc Class A | - | 3.85 | - | - | |
Amazon.com Inc | - | 3.67 | - | - | |
Apple Inc | - | 2.78 | - | - | |
Meta Platforms Inc Class A | - | 2.44 | - | - | |
JPMorgan Chase & Co | - | 1.58 | - | - | |
Merck & Co Inc | - | 1.56 | - | - | |
Progressive Corp | - | 1.53 | - | - | |
NVIDIA Corp | - | 1.51 | - | - | |
UnitedHealth Group Inc | - | 1.43 | - | - |
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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