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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 93.51 | 93.51 | 0.00 |
Bonds | 54.72 | 54.72 | 0.00 |
Other | 1.06 | 1.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.90 | 20.17 |
Price to Book | 4.10 | 3.87 |
Price to Sales | 2.74 | 2.57 |
Price to Cash Flow | 14.07 | 13.63 |
Dividend Yield | 1.52 | 1.58 |
5 Years Earnings Growth | 10.33 | 10.75 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.00 | 28.02 |
Financial Services | 14.21 | 14.98 |
Healthcare | 11.19 | 12.33 |
Consumer Cyclical | 10.35 | 10.35 |
Communication Services | 9.33 | 8.50 |
Industrials | 7.46 | 9.77 |
Consumer Defensive | 6.03 | 6.35 |
Energy | 3.66 | 3.79 |
Utilities | 2.72 | 2.70 |
Real Estate | 2.27 | 2.31 |
Basic Materials | 1.79 | 2.39 |
Number of long holdings: 174
Number of short holdings: 15
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Future on E-mini S&P 500 Futures | - | 93.51 | - | - | |
United States Treasury Notes 4.42018% | - | 8.70 | - | - | |
United States Treasury Notes 3% | - | 7.02 | - | - | |
United States Treasury Notes 4.40018% | - | 3.76 | - | - | |
Asian Development Bank 5.36006% | - | 2.38 | - | - | |
Landeskreditbank Baden-Wuerttemberg Foerderbank 5.72871% | XS2590634346 | 2.33 | - | - | |
United Overseas Bank Limited (Sydney Branch) 5.0599% | AU3FN0086633 | 1.77 | - | - | |
European Investment Bank 1.25% | XS1171476143 | 1.63 | - | - | |
Ontario (Province Of) 2.6% | - | 1.63 | - | - | |
Kommunalbanken AS 5.35814% | XS2408621238 | 1.52 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Core Equity I | 34.82B | 17.51 | 10.88 | 6.54 | ||
DFA US Core Equity 1 I | 35.48B | 0.13 | 12.50 | 11.55 | ||
DFA US Core Equity 2 I | 33.57B | -0.23 | 11.94 | 10.95 | ||
DFA Emerging Markets Core Equity I | 30.02B | 7.15 | 6.60 | 5.04 | ||
DFA US Large Cap Value I | 23.79B | 0.06 | 6.52 | 8.29 |
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