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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.14 | 1.14 | 0.00 |
Shares | 98.85 | 98.85 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.28 | 14.00 |
Price to Book | 1.39 | 1.81 |
Price to Sales | 0.90 | 1.44 |
Price to Cash Flow | 6.79 | 8.61 |
Dividend Yield | 3.68 | 3.17 |
5 Years Earnings Growth | 9.74 | 10.28 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.22 | 20.17 |
Industrials | 18.66 | 16.29 |
Consumer Cyclical | 12.35 | 10.44 |
Basic Materials | 9.60 | 6.65 |
Healthcare | 7.93 | 11.13 |
Technology | 7.72 | 12.89 |
Energy | 7.06 | 4.30 |
Consumer Defensive | 6.69 | 8.55 |
Communication Services | 4.95 | 6.15 |
Utilities | 2.70 | 2.83 |
Real Estate | 2.13 | 2.23 |
Number of long holdings: 4,972
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell ADR | US7802593050 | 0.90 | 65.04 | +1.58% | |
Future on E-mini S&P 500 Futures | - | 0.89 | - | - | |
Novartis ADR | US66987V1098 | 0.84 | 110.86 | +1.17% | |
TotalEnergies SE | FR0000120271 | 0.78 | 51.65 | -0.06% | |
Toyota Motor | JP3633400001 | 0.77 | 2,544.0 | +1.82% | |
Nestle | CH0038863350 | 0.71 | 87.98 | +1.36% | |
Deutsche Telekom AG | DE0005557508 | 0.69 | 31.750 | -0.97% | |
Roche Holding Participation | CH0012032048 | 0.64 | 255.60 | +0.47% | |
RBC | CA7800871021 | 0.61 | 116.24 | +0.54% | |
Louis Vuitton | FR0000121014 | 0.56 | 485.60 | +0.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 31.17B | -4.16 | 8.28 | 11.24 | ||
DFA US Core Equity 2 I | 29.3B | -4.23 | 7.97 | 10.66 | ||
DFA Emerging Markets Core Equity I | 26.2B | 1.09 | 2.85 | 4.75 | ||
DFA US Large Cap Value I | 22B | 2.29 | 6.72 | 8.86 | ||
DFA US Small Cap I | 14.13B | -7.81 | 3.60 | 7.48 |
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