Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.180 | 0.180 | 0.000 |
Stocks | 99.660 | 99.660 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.120 | 0.130 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.681 | 17.752 |
Price to Book | 2.510 | 2.850 |
Price to Sales | 1.366 | 2.017 |
Price to Cash Flow | 10.881 | 11.625 |
Dividend Yield | 1.955 | 2.102 |
5 Years Earnings Growth | 11.111 | 10.934 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.290 | 22.040 |
Financial Services | 16.640 | 15.459 |
Industrials | 14.040 | 12.082 |
Consumer Cyclical | 12.030 | 10.686 |
Healthcare | 11.510 | 14.345 |
Communication Services | 7.980 | 7.248 |
Consumer Defensive | 5.520 | 8.440 |
Basic Materials | 3.710 | 4.364 |
Real Estate | 2.940 | 2.817 |
Energy | 2.290 | 4.030 |
Utilities | 1.050 | 2.558 |
Number of long holdings: 6,163
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.55 | 183.05 | -0.69% | |
Meta Platforms | US30303M1027 | 2.53 | 476.20 | +0.16% | |
NVIDIA | US67066G1040 | 2.43 | 898.78 | +1.27% | |
Microsoft | US5949181045 | 2.01 | 414.74 | +0.59% | |
Amazon.com | US0231351067 | 1.30 | 187.48 | -1.07% | |
Alphabet A | US02079K3059 | 0.88 | 168.65 | -0.77% | |
Alphabet C | US02079K1079 | 0.86 | 170.29 | -0.75% | |
Broadcom | US11135F1012 | 0.77 | 1,332.80 | +2.08% | |
J&J | US4781601046 | 0.76 | 149.91 | +0.04% | |
UnitedHealth | US91324P1021 | 0.68 | 512.94 | +1.17% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGD | 6.39B | 5.67 | 7.95 | 11.19 | ||
Dimensional Global Core Equity FuGA | 6.39B | 5.68 | 7.96 | 11.19 | ||
Global Sustainability Core EquityGA | 4.15B | 9.36 | 10.37 | 11.95 | ||
Dimensional World Allocation 60 40A | 3.01B | 3.46 | 3.75 | 6.52 | ||
Dimensional World Allocation 60 40D | 3.01B | 3.50 | 3.76 | 6.52 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review