Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.30 | 0.30 | 0.00 |
Shares | 99.68 | 99.68 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.23 | 19.60 |
Price to Book | 3.13 | 3.69 |
Price to Sales | 1.98 | 2.35 |
Price to Cash Flow | 13.42 | 13.54 |
Dividend Yield | 1.38 | 1.61 |
5 Years Earnings Growth | 13.90 | 11.63 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.62 | 26.59 |
Financial Services | 16.92 | 14.21 |
Industrials | 14.58 | 10.15 |
Consumer Cyclical | 13.19 | 10.30 |
Healthcare | 11.74 | 13.75 |
Communication Services | 7.65 | 8.16 |
Consumer Defensive | 5.99 | 6.51 |
Basic Materials | 3.60 | 2.74 |
Energy | 2.77 | 4.38 |
Utilities | 1.58 | 2.39 |
Real Estate | 0.35 | 2.38 |
Number of long holdings: 2,465
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple Inc | - | 4.36 | - | - | |
Microsoft Corp | - | 3.32 | - | - | |
Amazon.com Inc | - | 2.08 | - | - | |
JPMorgan Chase & Co | - | 1.10 | - | - | |
Johnson & Johnson | - | 1.02 | - | - | |
Facebook Inc A | - | 0.99 | - | - | |
Intel Corp | - | 0.81 | - | - | |
Alphabet Inc Class C | - | 0.78 | - | - | |
Berkshire Hathaway Inc Class B | - | 0.76 | - | - | |
Alphabet Inc A | - | 0.75 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 33.05B | 10.49 | 10.50 | 11.80 | ||
DFA US Core Equity 2 I | 32.27B | 10.00 | 10.16 | 11.16 | ||
DFA International Core Equity I | 31.35B | 4.67 | 4.53 | 4.98 | ||
DFA Emerging Markets Core Equity I | 26.95B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 24.18B | 11.19 | 9.24 | 9.31 |
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