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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.12 | 0.15 | 0.03 |
Stocks | 99.87 | 99.87 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.11 | 19.73 |
Price to Book | 3.46 | 3.71 |
Price to Sales | 1.74 | 2.37 |
Price to Cash Flow | 13.60 | 13.65 |
Dividend Yield | 1.30 | 1.60 |
5 Years Earnings Growth | 12.29 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.01 | 26.55 |
Financial Services | 15.78 | 14.25 |
Industrials | 12.99 | 10.16 |
Consumer Cyclical | 12.98 | 10.26 |
Healthcare | 12.56 | 13.72 |
Communication Services | 9.25 | 8.18 |
Consumer Defensive | 5.58 | 6.51 |
Basic Materials | 2.40 | 2.74 |
Energy | 2.39 | 4.41 |
Utilities | 0.76 | 2.40 |
Real Estate | 0.32 | 2.38 |
Number of long holdings: 1,961
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple Inc | - | 4.39 | - | - | |
NVIDIA Corp | - | 4.20 | - | - | |
Microsoft Corp | - | 3.19 | - | - | |
Meta Platforms Inc Class A | - | 3.09 | - | - | |
Amazon.com Inc | - | 2.41 | - | - | |
Alphabet Inc Class A | - | 1.64 | - | - | |
Alphabet Inc Class C | - | 1.52 | - | - | |
Broadcom Inc | - | 1.51 | - | - | |
UnitedHealth Group Inc | - | 1.28 | - | - | |
JPMorgan Chase & Co | - | 1.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.67B | 5.45 | 7.20 | 11.31 | ||
DFA US Core Equity 2 I | 33.38B | 4.88 | 6.91 | 10.68 | ||
DFA International Core Equity I | 32.7B | 1.85 | 2.49 | 4.57 | ||
DFA Emerging Markets Core Equity I | 28.05B | 3.46 | -0.76 | 4.22 | ||
DFA US Large Cap Value I | 24.67B | 6.25 | 6.26 | 8.75 |
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