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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.15 | 0.17 | 0.02 |
Stocks | 99.84 | 99.84 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 29.49 | 27.99 |
Price to Book | 8.19 | 6.63 |
Price to Sales | 5.43 | 4.18 |
Price to Cash Flow | 18.88 | 18.41 |
Dividend Yield | 0.58 | 0.71 |
5 Years Earnings Growth | 15.86 | 14.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 47.04 | 38.66 |
Consumer Cyclical | 14.86 | 14.13 |
Communication Services | 14.19 | 11.18 |
Healthcare | 7.81 | 12.77 |
Financial Services | 5.75 | 9.28 |
Industrials | 3.69 | 7.24 |
Consumer Defensive | 2.23 | 3.79 |
Basic Materials | 1.78 | 1.91 |
Real Estate | 1.39 | 1.68 |
Energy | 1.18 | 1.86 |
Utilities | 0.09 | 1.03 |
Number of long holdings: 202
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 12.54 | 415.13 | +0.23% | |
Apple | US0378331005 | 10.82 | 192.25 | +0.54% | |
NVIDIA | US67066G1040 | 8.87 | 1,096.33 | -0.82% | |
Amazon.com | US0231351067 | 7.07 | 176.44 | -1.60% | |
Alphabet A | US02079K3059 | 4.13 | 172.50 | +0.23% | |
Meta Platforms | US30303M1027 | 4.12 | 466.83 | +0.05% | |
Alphabet C | US02079K1079 | 3.43 | 173.96 | +0.21% | |
Eli Lilly | US5324571083 | 2.91 | 820.34 | +0.65% | |
Tesla | US88160R1014 | 2.16 | 178.08 | -0.39% | |
Visa A | US92826C8394 | 1.80 | 272.46 | +0.43% |
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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