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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.140 | 0.140 | 0.000 |
Stocks | 99.770 | 99.770 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.080 | 0.080 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.676 | 17.700 |
Price to Book | 2.212 | 2.843 |
Price to Sales | 1.318 | 1.999 |
Price to Cash Flow | 8.951 | 11.581 |
Dividend Yield | 2.303 | 2.107 |
5 Years Earnings Growth | 10.687 | 10.973 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.830 | 22.024 |
Financial Services | 14.750 | 15.440 |
Industrials | 13.950 | 12.079 |
Consumer Cyclical | 11.540 | 10.756 |
Healthcare | 9.930 | 14.373 |
Energy | 6.980 | 4.019 |
Communication Services | 6.640 | 7.226 |
Consumer Defensive | 6.300 | 8.411 |
Basic Materials | 5.110 | 4.362 |
Real Estate | 2.890 | 2.821 |
Utilities | 2.070 | 2.551 |
Number of long holdings: 8,182
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.00 | 169.30 | -0.35% | |
Microsoft | US5949181045 | 2.98 | 406.32 | +1.82% | |
NVIDIA | US67066G1040 | 1.88 | 877.35 | +6.18% | |
Meta Platforms | US30303M1027 | 1.57 | 443.29 | +0.43% | |
Amazon.com | US0231351067 | 1.49 | 179.62 | +3.43% | |
Alphabet A | US02079K3059 | 0.73 | 171.95 | +10.22% | |
Broadcom | US11135F1012 | 0.71 | 1,344.07 | +3.84% | |
J&J | US4781601046 | 0.70 | 146.13 | -0.47% | |
Berkshire Hathaway B | US0846707026 | 0.68 | 401.65 | -0.81% | |
Alphabet C | US02079K1079 | 0.63 | 173.69 | +9.97% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 6.52B | 9.24 | 10.58 | 11.50 | ||
Global Sustainability Core EquityGA | 3.99B | 9.36 | 10.37 | 11.95 | ||
Global Sustainability Core EquityGD | 3.99B | 9.35 | 10.36 | 11.95 | ||
Dimensional World Allocation 60 40A | 2.92B | 5.18 | 5.12 | 6.66 | ||
Dimensional World Allocation 60 40D | 2.92B | 5.17 | 5.13 | 6.66 |
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