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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.83 | 0.83 | 0.00 |
Stocks | 99.11 | 99.11 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.91 | 13.54 |
Price to Book | 1.34 | 1.74 |
Price to Sales | 0.82 | 1.25 |
Price to Cash Flow | 6.05 | 7.80 |
Dividend Yield | 3.75 | 3.21 |
5 Years Earnings Growth | 8.81 | 9.93 |
Name | Net % | Category Average |
---|---|---|
Industrials | 19.20 | 16.15 |
Financial Services | 17.36 | 18.17 |
Consumer Cyclical | 13.33 | 10.90 |
Basic Materials | 9.98 | 7.07 |
Technology | 8.50 | 12.92 |
Energy | 7.87 | 5.18 |
Healthcare | 7.63 | 11.20 |
Consumer Defensive | 6.77 | 9.49 |
Communication Services | 4.84 | 5.23 |
Utilities | 2.41 | 2.88 |
Real Estate | 2.11 | 2.30 |
Number of long holdings: 5,208
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell ADR | US7802593050 | 0.93 | 73.27 | +0.19% | |
Future on E-mini S&P 500 Futures | - | 0.90 | - | - | |
TotalEnergies SE | FR0000120271 | 0.84 | 68.06 | +0.22% | |
Toyota Motor | JP3633400001 | 0.79 | 3,511.0 | +0.37% | |
Nestle | CH0038863350 | 0.79 | 92.08 | -2.02% | |
Louis Vuitton | FR0000121014 | 0.72 | 778.00 | -2.77% | |
Novo Nordisk B | DK0062498333 | 0.68 | 866.8 | -1.35% | |
ASML ADR | USN070592100 | 0.55 | 902.51 | +1.14% | |
Roche Holding Participation | CH0012032048 | 0.55 | 218.80 | -1.53% | |
BHP Group Ltd | AU000000BHP4 | 0.52 | 43.150 | -4.60% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 32.9B | 10.49 | 10.50 | 11.80 | ||
DFA US Core Equity 2 I | 32.43B | 10.00 | 10.16 | 11.16 | ||
DFA Emerging Markets Core Equity I | 26.63B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 24.27B | 11.19 | 9.24 | 9.31 | ||
DFA US Small Cap Value I | 15.51B | 4.98 | 10.01 | 8.39 |
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