
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.86 | 0.86 | 0.00 |
Shares | 99.13 | 99.13 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.37 | 14.32 |
Price to Book | 1.45 | 1.83 |
Price to Sales | 0.95 | 1.46 |
Price to Cash Flow | 7.00 | 8.63 |
Dividend Yield | 3.76 | 3.19 |
5 Years Earnings Growth | 8.72 | 9.48 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.68 | 20.74 |
Industrials | 19.56 | 16.62 |
Consumer Cyclical | 11.43 | 9.86 |
Basic Materials | 9.58 | 6.60 |
Technology | 7.65 | 12.80 |
Healthcare | 7.50 | 10.67 |
Energy | 6.75 | 4.26 |
Consumer Defensive | 6.52 | 8.60 |
Communication Services | 5.07 | 6.23 |
Utilities | 3.07 | 3.07 |
Real Estate | 2.18 | 2.26 |
Number of long holdings: 4,918
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell ADR | US7802593050 | 0.85 | 71.65 | +0.39% | |
Novartis ADR | US66987V1098 | 0.84 | 116.84 | +0.79% | |
TotalEnergies SE | FR0000120271 | 0.71 | 52.71 | +0.63% | |
Toyota Motor | JP3633400001 | 0.66 | 2,773.0 | +3.47% | |
Nestle | CH0038863350 | 0.66 | 72.10 | +0.04% | |
RBC | CA7800871021 | 0.62 | 132.60 | +0.12% | |
Deutsche Telekom AG | DE0005557508 | 0.59 | 29.500 | -0.84% | |
Future on E-mini S&P 500 Futures | - | 0.58 | - | - | |
Roche Holding Participation | CH0012032048 | 0.56 | 246.40 | -1.08% | |
Rheinmetall AG | DE0007030009 | 0.51 | 1,620.500 | -1.25% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 36.33B | 7.24 | 15.30 | 12.41 | ||
DFA US Core Equity 2 I | 34.51B | 7.10 | 14.86 | 11.91 | ||
DFA Emerging Markets Core Equity I | 30.9B | 15.37 | 11.94 | 6.84 | ||
DFA US Large Cap Value I | 23.58B | 5.41 | 10.28 | 9.06 | ||
DFA US Small Cap I | 16.11B | 0.06 | 8.31 | 8.46 |
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