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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.97 | 0.97 | 0.00 |
Stocks | 99.03 | 99.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.19 | 14.96 |
Price to Book | 1.89 | 2.38 |
Price to Sales | 1.23 | 1.59 |
Price to Cash Flow | 7.92 | 9.92 |
Dividend Yield | 2.50 | 2.65 |
5 Years Earnings Growth | 9.69 | 9.74 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.71 | 20.46 |
Healthcare | 14.06 | 15.42 |
Energy | 13.61 | 8.25 |
Industrials | 12.94 | 11.90 |
Technology | 10.90 | 12.48 |
Basic Materials | 7.81 | 3.90 |
Communication Services | 6.96 | 5.53 |
Consumer Cyclical | 6.00 | 6.53 |
Consumer Defensive | 4.11 | 8.49 |
Real Estate | 0.46 | 3.67 |
Utilities | 0.43 | 5.04 |
Number of long holdings: 337
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.89 | 191.85 | +1.29% | |
Exxon Mobil | US30231G1022 | 4.04 | 120.80 | +0.19% | |
Chevron | US1667641005 | 2.64 | 162.17 | +0.15% | |
Berkshire Hathaway B | US0846707026 | 2.60 | 407.85 | -0.23% | |
Comcast | US20030N1019 | 1.86 | 40.72 | +0.36% | |
ConocoPhillips | US20825C1045 | 1.50 | 129.76 | +0.33% | |
Verizon | US92343V1044 | 1.47 | 39.96 | +3.52% | |
Pfizer | US7170811035 | 1.28 | 26.24 | -0.08% | |
Elevance Health | US0367521038 | 1.21 | 536.57 | +0.82% | |
Wells Fargo&Co | US9497461015 | 1.13 | 61.38 | +0.45% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 32.52B | 10.49 | 10.50 | 11.80 | ||
DFA US Core Equity 2 I | 31.77B | 10.00 | 10.16 | 11.16 | ||
DFA International Core Equity I | 31.12B | 4.67 | 4.53 | 4.98 | ||
DFA Emerging Markets Core Equity I | 26.31B | 2.38 | -0.23 | 4.18 | ||
DFA US Small Cap Value I | 14.92B | 4.98 | 10.01 | 8.39 |
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