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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.77 | 0.93 | 0.16 |
Stocks | 99.22 | 99.22 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.01 | 27.93 |
Price to Book | 13.02 | 6.65 |
Price to Sales | 3.29 | 4.15 |
Price to Cash Flow | 17.90 | 18.47 |
Dividend Yield | 1.43 | 0.72 |
5 Years Earnings Growth | 13.41 | 14.77 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.87 | 38.72 |
Industrials | 15.23 | 7.18 |
Consumer Cyclical | 13.77 | 14.20 |
Healthcare | 11.72 | 12.87 |
Consumer Defensive | 10.04 | 3.84 |
Financial Services | 9.88 | 9.29 |
Communication Services | 3.59 | 11.02 |
Energy | 1.38 | 1.87 |
Basic Materials | 0.50 | 1.90 |
Real Estate | 0.02 | 1.69 |
Utilities | 0.02 | 1.04 |
Number of long holdings: 129
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.15 | 399.04 | -2.45% | |
NVIDIA | US67066G1040 | 4.81 | 826.32 | +3.71% | |
Broadcom | US11135F1012 | 4.75 | 1,294.42 | +2.99% | |
Apple | US0378331005 | 4.74 | 169.89 | +0.51% | |
Amazon.com | US0231351067 | 4.53 | 173.67 | -1.65% | |
Eli Lilly | US5324571083 | 4.33 | 725.17 | -0.96% | |
Mastercard | US57636Q1040 | 4.29 | 462.04 | -0.10% | |
Home Depot | US4370761029 | 4.03 | 331.90 | -0.33% | |
Meta Platforms | US30303M1027 | 3.49 | 441.38 | -10.56% | |
Visa A | US92826C8394 | 3.45 | 275.22 | +0.07% |
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 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 |
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