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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.86 | 0.91 | 0.05 |
Shares | 99.13 | 99.13 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.32 | 19.63 |
Price to Book | 3.15 | 3.70 |
Price to Sales | 1.71 | 2.36 |
Price to Cash Flow | 11.31 | 13.57 |
Dividend Yield | 1.55 | 1.61 |
5 Years Earnings Growth | 11.87 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.16 | 26.58 |
Financial Services | 14.17 | 14.22 |
Industrials | 12.64 | 10.15 |
Consumer Cyclical | 11.54 | 10.29 |
Healthcare | 11.06 | 13.75 |
Communication Services | 7.35 | 8.16 |
Consumer Defensive | 5.87 | 6.51 |
Energy | 5.64 | 4.38 |
Basic Materials | 3.28 | 2.74 |
Utilities | 1.99 | 2.39 |
Real Estate | 0.29 | 2.38 |
Number of long holdings: 2,632
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.99 | 410.54 | +0.29% | |
Apple | US0378331005 | 4.52 | 182.74 | +0.19% | |
NVIDIA | US67066G1040 | 3.19 | 904.12 | -0.16% | |
Amazon.com | US0231351067 | 2.46 | 188.00 | -0.40% | |
Meta Platforms | US30303M1027 | 1.86 | 472.60 | +0.93% | |
Broadcom | US11135F1012 | 1.26 | 1,325.37 | +1.71% | |
JPMorgan | US46625H1005 | 1.22 | 195.63 | +2.02% | |
Alphabet A | US02079K3059 | 1.20 | 169.38 | -1.09% | |
Eli Lilly | US5324571083 | 1.17 | 774.76 | -0.39% | |
Berkshire Hathaway B | US0846707026 | 1.16 | 406.41 | +0.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 2 I | 32.75B | 10.00 | 10.16 | 11.16 | ||
DFA International Core Equity I | 31.95B | 4.67 | 4.53 | 4.98 | ||
DFA Emerging Markets Core Equity I | 27.64B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 24.13B | 11.19 | 9.24 | 9.31 | ||
DFA US Small Cap Value I | 15.51B | 4.98 | 10.01 | 8.39 |
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