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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1105 | 1105 | 1285 | 1349 | 1961 | 3052 |
Fund Return | 10.49% | 10.49% | 28.49% | 10.5% | 14.42% | 11.8% |
Place in category | 686 | 686 | 793 | 604 | 452 | 394 |
% in Category | 42 | 42 | 53 | 44 | 42 | 49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 2 I | 32.43B | 10.00 | 10.16 | 11.16 | ||
DFA International Core Equity I | 31.31B | 4.67 | 4.53 | 4.98 | ||
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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.99 | 399.04 | -2.45% | |
Apple | US0378331005 | 4.52 | 169.89 | +0.51% | |
NVIDIA | US67066G1040 | 3.19 | 826.32 | +3.71% | |
Amazon.com | US0231351067 | 2.46 | 173.67 | -1.65% | |
Meta Platforms | US30303M1027 | 1.86 | 441.38 | -10.56% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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