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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.75 | 0.79 | 0.04 |
Shares | 99.25 | 99.25 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.55 | 21.22 |
Price to Book | 3.43 | 4.03 |
Price to Sales | 2.09 | 2.73 |
Price to Cash Flow | 12.39 | 14.14 |
Dividend Yield | 1.43 | 1.50 |
5 Years Earnings Growth | 10.15 | 10.77 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.97 | 29.42 |
Financial Services | 16.31 | 14.77 |
Industrials | 11.63 | 9.76 |
Consumer Cyclical | 11.06 | 10.40 |
Communication Services | 8.93 | 8.98 |
Healthcare | 8.46 | 11.46 |
Consumer Defensive | 5.69 | 5.87 |
Energy | 4.53 | 3.64 |
Utilities | 2.56 | 2.58 |
Basic Materials | 2.54 | 2.39 |
Real Estate | 0.33 | 2.18 |
Number of long holdings: 2,393
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.86 | 183.22 | +0.78% | |
Apple | US0378331005 | 4.84 | 252.29 | +1.96% | |
Microsoft | US5949181045 | 4.65 | 513.58 | +0.39% | |
Amazon.com | US0231351067 | 2.68 | 213.04 | -0.67% | |
Meta Platforms | US30303M1027 | 2.25 | 716.92 | +0.68% | |
JPMorgan | US46625H1005 | 1.63 | 297.56 | -0.33% | |
Alphabet A | US02079K3059 | 1.62 | 253.30 | +0.73% | |
Alphabet C | US02079K1079 | 1.39 | 253.79 | +0.76% | |
Broadcom | US11135F1012 | 1.38 | 349.33 | -1.36% | |
Berkshire Hathaway B | US0846707026 | 1.24 | 492.42 | +0.74% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Core Equity I | 36.84B | 29.27 | 22.94 | 8.98 | ||
DFA US Core Equity 2 I | 35.29B | 13.08 | 22.15 | 13.58 | ||
DFA Emerging Markets Core Equity I | 32.89B | 24.08 | 19.33 | 8.84 | ||
DFA US Large Cap Value I | 23.87B | 11.28 | 16.84 | 10.71 | ||
DFA US Small Cap I | 16.83B | 6.26 | 15.35 | 10.11 |
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