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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1106 | 1040 | 1289 | 1278 | 2032 | 3003 |
Fund Return | 10.57% | 3.97% | 28.87% | 8.52% | 15.24% | 11.62% |
Place in category | 766 | 437 | 409 | 559 | 413 | 385 |
% in Category | 48 | 26 | 27 | 42 | 37 | 47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 2 I | 33B | 10.04 | 8.17 | 11.02 | ||
DFA International Core Equity I | 32.54B | 7.22 | 2.98 | 5.00 | ||
DFA Emerging Markets Core Equity I | 27.34B | 5.60 | -0.83 | 4.09 | ||
DFA US Large Cap Value I | 24.39B | 9.27 | 6.09 | 8.82 | ||
DFA US Small Cap Value I | 15.75B | 4.20 | 7.29 | 8.43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 11.29 | 9.55 | 12.68 | ||
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 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.76 | 441.58 | +0.12% | |
Apple | US0378331005 | 4.55 | 214.13 | +0.50% | |
NVIDIA | US67066G1040 | 3.95 | 129.61 | +3.52% | |
Amazon.com | US0231351067 | 2.41 | 183.83 | -1.64% | |
Meta Platforms | US30303M1027 | 1.67 | 504.10 | -0.93% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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