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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.41 | 1.48 | 0.07 |
Stocks | 65.32 | 65.32 | 0.00 |
Bonds | 33.23 | 33.64 | 0.41 |
Convertible | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.27 | 18.14 |
Price to Book | 3.73 | 3.07 |
Price to Sales | 2.54 | 2.06 |
Price to Cash Flow | 14.56 | 11.92 |
Dividend Yield | 1.61 | 2.01 |
5 Years Earnings Growth | 11.65 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.39 | 22.93 |
Financial Services | 15.14 | 14.99 |
Healthcare | 12.94 | 13.34 |
Consumer Cyclical | 11.99 | 10.06 |
Communication Services | 9.61 | 7.22 |
Industrials | 6.19 | 10.84 |
Consumer Defensive | 5.05 | 6.29 |
Energy | 4.50 | 5.51 |
Utilities | 3.18 | 3.07 |
Basic Materials | 1.84 | 3.51 |
Real Estate | 1.17 | 3.53 |
Number of long holdings: 1,462
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 5.60 | - | - | |
Alphabet Inc Class A | - | 3.84 | - | - | |
Amazon.com Inc | - | 3.66 | - | - | |
Apple Inc | - | 2.77 | - | - | |
Meta Platforms Inc Class A | - | 2.44 | - | - | |
JPMorgan Chase & Co | - | 1.58 | - | - | |
Merck & Co Inc | - | 1.55 | - | - | |
Progressive Corp | - | 1.53 | - | - | |
NVIDIA Corp | - | 1.50 | - | - | |
UnitedHealth Group Inc | - | 1.41 | - | - |
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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