
Please try another search
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 | 19.98 |
Price to Book | 4.10 | 3.86 |
Price to Sales | 2.74 | 2.56 |
Price to Cash Flow | 14.07 | 13.66 |
Dividend Yield | 1.52 | 1.58 |
5 Years Earnings Growth | 10.33 | 10.94 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.00 | 27.78 |
Financial Services | 14.21 | 15.01 |
Healthcare | 11.19 | 12.64 |
Consumer Cyclical | 10.35 | 10.32 |
Communication Services | 9.33 | 8.44 |
Industrials | 7.46 | 9.62 |
Consumer Defensive | 6.03 | 6.33 |
Energy | 3.66 | 3.91 |
Utilities | 2.72 | 2.78 |
Real Estate | 2.27 | 2.32 |
Basic Materials | 1.79 | 2.38 |
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 | 32.78B | 11.59 | 9.74 | 6.01 | ||
DFA US Core Equity 1 I | 32.61B | -5.64 | 10.68 | 11.03 | ||
DFA US Core Equity 2 I | 30.61B | -6.03 | 10.11 | 10.43 | ||
DFA Emerging Markets Core Equity I | 27.23B | 1.73 | 5.09 | 4.12 | ||
DFA US Large Cap Value I | 22.57B | -2.51 | 7.13 | 8.12 |
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