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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.22 | 0.34 | 0.12 |
Stocks | 99.77 | 99.77 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.23 | 19.60 |
Price to Book | 4.01 | 3.69 |
Price to Sales | 2.57 | 2.35 |
Price to Cash Flow | 14.45 | 13.54 |
Dividend Yield | 1.49 | 1.61 |
5 Years Earnings Growth | 12.01 | 11.63 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.83 | 26.59 |
Healthcare | 12.56 | 13.75 |
Financial Services | 12.53 | 14.21 |
Consumer Cyclical | 10.79 | 10.30 |
Communication Services | 8.89 | 8.16 |
Industrials | 8.23 | 10.15 |
Consumer Defensive | 5.93 | 6.51 |
Energy | 3.71 | 4.38 |
Real Estate | 2.31 | 2.38 |
Utilities | 2.13 | 2.39 |
Basic Materials | 2.09 | 2.74 |
Number of long holdings: 506
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.14 | 395.12 | +1.49% | |
Apple | US0378331005 | 6.13 | 169.30 | -0.60% | |
NVIDIA | US67066G1040 | 4.54 | 830.03 | -3.93% | |
Amazon.com | US0231351067 | 3.73 | 178.86 | +2.21% | |
Meta Platforms | US30303M1027 | 2.53 | 439.10 | +2.08% | |
Alphabet A | US02079K3059 | 1.90 | 163.79 | +0.62% | |
Berkshire Hathaway B | US0846707026 | 1.73 | 398.57 | +0.46% | |
Alphabet C | US02079K1079 | 1.62 | 165.56 | +0.56% | |
Eli Lilly | US5324571083 | 1.40 | 776.70 | -0.56% | |
Broadcom | US11135F1012 | 1.33 | 1,242.86 | -4.42% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 33.17B | 10.49 | 10.50 | 11.80 | ||
DFA US Core Equity 2 I | 32.4B | 10.00 | 10.16 | 11.16 | ||
DFA International Core Equity I | 31.57B | 4.67 | 4.53 | 4.98 | ||
DFA Emerging Markets Core Equity I | 27.21B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 24.23B | 11.19 | 9.24 | 9.31 |
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