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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 | 18.170 |
Price to Book | 3.737 | 3.073 |
Price to Sales | 2.539 | 2.061 |
Price to Cash Flow | 14.566 | 11.914 |
Dividend Yield | 1.609 | 2.016 |
5 Years Earnings Growth | 11.650 | 11.271 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.340 | 22.912 |
Financial Services | 15.140 | 14.975 |
Healthcare | 12.990 | 13.338 |
Consumer Cyclical | 12.000 | 10.003 |
Communication Services | 9.610 | 7.261 |
Industrials | 6.180 | 10.860 |
Consumer Defensive | 5.060 | 6.272 |
Energy | 4.480 | 5.545 |
Utilities | 3.200 | 3.104 |
Basic Materials | 1.830 | 3.524 |
Real Estate | 1.170 | 3.509 |
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 | 656.55B | 10.13 | 7.72 | - | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard Total Intl Stock Index Inv | 197.89B | 6.01 | 0.42 | 4.22 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
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