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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.31 | 0.31 | 0.00 |
Shares | 99.63 | 99.63 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.15 | 14.03 |
Price to Book | 1.78 | 1.82 |
Price to Sales | 1.10 | 1.45 |
Price to Cash Flow | 8.90 | 8.61 |
Dividend Yield | 3.24 | 3.17 |
5 Years Earnings Growth | 9.52 | 10.19 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.03 | 20.39 |
Industrials | 20.18 | 16.34 |
Consumer Cyclical | 12.98 | 10.35 |
Healthcare | 10.36 | 11.01 |
Technology | 9.91 | 12.80 |
Basic Materials | 6.26 | 6.63 |
Consumer Defensive | 6.23 | 8.53 |
Communication Services | 5.93 | 6.15 |
Utilities | 2.28 | 2.85 |
Real Estate | 2.16 | 2.23 |
Energy | 1.68 | 4.33 |
Number of long holdings: 3,744
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 1.68 | 455.9 | +2.62% | |
ASML ADR | USN070592100 | 1.35 | 693.61 | +4.03% | |
Louis Vuitton | FR0000121014 | 1.28 | 495.85 | +1.63% | |
Roche Holding Participation | CH0012032048 | 1.09 | 272.40 | +1.15% | |
Novartis ADR | US66987V1098 | 0.97 | 113.81 | +2.22% | |
Toyota Motor | JP3633400001 | 0.82 | 2,780.0 | +1.05% | |
RBC | CA7800871021 | 0.80 | 121.56 | +1.28% | |
AstraZeneca ADR | US0463531089 | 0.72 | 71.76 | +1.77% | |
Sony | JP3435000009 | 0.72 | 3,732.0 | +1.88% | |
Unilever ADR | US9047677045 | 0.66 | 63.31 | +0.51% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 32.79B | -4.16 | 8.28 | 11.24 | ||
DFA International Core Equity I | 32.58B | 7.11 | 6.01 | 6.08 | ||
DFA US Core Equity 2 I | 30.84B | -4.23 | 7.97 | 10.66 | ||
DFA Emerging Markets Core Equity I | 27.28B | 1.09 | 2.85 | 4.75 | ||
DFA US Large Cap Value I | 22.52B | 2.29 | 6.72 | 8.86 |
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