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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.97 | 0.97 | 0.00 |
Stocks | 99.02 | 99.02 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.44 | 19.61 |
Price to Book | 2.94 | 3.68 |
Price to Sales | 1.61 | 2.35 |
Price to Cash Flow | 11.11 | 13.51 |
Dividend Yield | 1.63 | 1.62 |
5 Years Earnings Growth | 11.23 | 11.58 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.19 | 26.45 |
Financial Services | 15.14 | 14.22 |
Industrials | 13.86 | 10.18 |
Healthcare | 10.71 | 13.69 |
Consumer Cyclical | 10.57 | 10.21 |
Energy | 6.39 | 4.48 |
Communication Services | 6.30 | 8.21 |
Consumer Defensive | 6.15 | 6.54 |
Basic Materials | 3.46 | 2.74 |
Utilities | 1.90 | 2.51 |
Real Estate | 0.33 | 2.33 |
Number of long holdings: 2,659
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.72 | 442.57 | +0.22% | |
Apple | US0378331005 | 4.43 | 212.49 | -0.82% | |
NVIDIA | US67066G1040 | 3.94 | 131.88 | +1.75% | |
Amazon.com | US0231351067 | 1.82 | 183.66 | -0.09% | |
Alphabet A | US02079K3059 | 1.36 | 176.79 | +0.93% | |
Meta Platforms | US30303M1027 | 1.23 | 504.16 | +0.11% | |
Eli Lilly | US5324571083 | 1.13 | 878.45 | -0.55% | |
JPMorgan | US46625H1005 | 1.09 | 193.78 | +0.06% | |
Exxon Mobil | US30231G1022 | 1.03 | 109.11 | -0.85% | |
Alphabet C | US02079K1079 | 1.01 | 178.37 | +0.92% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.34B | 10.57 | 8.52 | 11.62 | ||
DFA International Core Equity I | 31.23B | 7.22 | 2.98 | 5.00 | ||
DFA Emerging Markets Core Equity I | 27.82B | 5.60 | -0.83 | 4.09 | ||
DFA US Large Cap Value I | 23.5B | 9.27 | 6.09 | 8.82 | ||
DFA US Small Cap Value I | 14.96B | 4.20 | 7.29 | 8.43 |
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