
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.00 | 1.00 | 0.00 |
Shares | 99.00 | 99.00 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.16 | 20.19 |
Price to Book | 3.17 | 3.87 |
Price to Sales | 1.84 | 2.57 |
Price to Cash Flow | 11.38 | 13.64 |
Dividend Yield | 1.60 | 1.58 |
5 Years Earnings Growth | 10.33 | 10.75 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.28 | 28.04 |
Financial Services | 16.82 | 14.98 |
Industrials | 11.46 | 9.79 |
Consumer Cyclical | 10.67 | 10.34 |
Healthcare | 9.73 | 12.30 |
Communication Services | 8.19 | 8.52 |
Consumer Defensive | 6.64 | 6.35 |
Energy | 4.68 | 3.78 |
Basic Materials | 2.62 | 2.39 |
Utilities | 2.62 | 2.69 |
Real Estate | 0.30 | 2.31 |
Number of long holdings: 2,394
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.10 | 209.97 | -1.68% | |
NVIDIA | US67066G1040 | 4.66 | 158.32 | -0.64% | |
Microsoft | US5949181045 | 4.32 | 497.83 | -0.20% | |
Amazon.com | US0231351067 | 2.49 | 223.47 | +0.03% | |
Meta Platforms | US30303M1027 | 1.94 | 718.35 | -0.09% | |
JPMorgan | US46625H1005 | 1.64 | 291.89 | -1.39% | |
Berkshire Hathaway B | US0846707026 | 1.48 | 478.19 | -1.40% | |
Alphabet A | US02079K3059 | 1.33 | 176.80 | -1.52% | |
Eli Lilly | US5324571083 | 1.30 | 772.84 | -1.00% | |
Alphabet C | US02079K1079 | 1.20 | 177.56 | -1.66% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Core Equity I | 35.3B | 17.51 | 10.88 | 6.54 | ||
DFA US Core Equity 2 I | 34.35B | -0.23 | 11.94 | 10.95 | ||
DFA Emerging Markets Core Equity I | 30.6B | 7.15 | 6.60 | 5.04 | ||
DFA US Large Cap Value I | 24.41B | 0.06 | 6.52 | 8.29 | ||
DFA US Small Cap I | 16.49B | -5.17 | 6.73 | 7.85 |
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