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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.13 | 1.13 | 0.00 |
Shares | 98.87 | 98.87 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.19 | 13.99 |
Price to Book | 1.40 | 1.82 |
Price to Sales | 0.89 | 1.43 |
Price to Cash Flow | 6.73 | 8.60 |
Dividend Yield | 3.59 | 3.16 |
5 Years Earnings Growth | 9.58 | 10.30 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.61 | 20.09 |
Industrials | 18.62 | 16.33 |
Consumer Cyclical | 12.79 | 10.46 |
Basic Materials | 9.61 | 6.67 |
Healthcare | 7.96 | 11.13 |
Technology | 7.91 | 12.91 |
Energy | 7.13 | 4.31 |
Consumer Defensive | 6.66 | 8.55 |
Communication Services | 4.90 | 6.11 |
Utilities | 2.67 | 2.84 |
Real Estate | 2.15 | 2.24 |
Number of long holdings: 5,000
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Future on E-mini S&P 500 Futures | - | 0.92 | - | - | |
Shell ADR | US7802593050 | 0.92 | 72.73 | -0.76% | |
Novartis ADR | US66987V1098 | 0.82 | 112.57 | +1.05% | |
Toyota Motor | JP3633400001 | 0.82 | 2,700.5 | -4.53% | |
TotalEnergies SE | FR0000120271 | 0.76 | 59.21 | -2.15% | |
Deutsche Telekom AG | DE0005557508 | 0.65 | 34.130 | +2.16% | |
Nestle | CH0038863350 | 0.64 | 90.24 | +0.78% | |
RBC | CA7800871021 | 0.62 | 112.14 | -2.24% | |
Roche Holding Participation | CH0012032048 | 0.61 | 296.70 | +0.78% | |
Louis Vuitton | FR0000121014 | 0.58 | 587.10 | -0.34% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 33.07B | 1.39 | 11.27 | 11.79 | ||
DFA US Core Equity 2 I | 31.02B | 1.32 | 10.85 | 11.23 | ||
DFA Emerging Markets Core Equity I | 27.26B | -0.04 | 2.01 | 4.45 | ||
DFA US Large Cap Value I | 23.55B | 4.87 | 8.28 | 8.92 | ||
DFA US Small Cap I | 14.99B | -1.96 | 5.79 | 8.33 |
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