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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.98 | 0.98 | 0.00 |
Shares | 99.02 | 99.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.22 | 20.66 |
Price to Book | 3.28 | 3.94 |
Price to Sales | 1.92 | 2.64 |
Price to Cash Flow | 11.74 | 13.85 |
Dividend Yield | 1.55 | 1.55 |
5 Years Earnings Growth | 9.43 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.77 | 28.65 |
Financial Services | 16.71 | 14.95 |
Industrials | 11.70 | 9.87 |
Consumer Cyclical | 10.92 | 10.34 |
Healthcare | 8.88 | 11.81 |
Communication Services | 8.66 | 8.65 |
Consumer Defensive | 6.45 | 6.21 |
Energy | 4.48 | 3.70 |
Utilities | 2.63 | 2.67 |
Basic Materials | 2.51 | 2.36 |
Real Estate | 0.29 | 2.27 |
Number of long holdings: 2,402
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.09 | 176.75 | +1.87% | |
Microsoft | US5949181045 | 4.68 | 512.50 | -0.24% | |
Apple | US0378331005 | 4.54 | 214.05 | +0.08% | |
Amazon.com | US0231351067 | 2.63 | 232.79 | +0.58% | |
Meta Platforms | US30303M1027 | 2.17 | 717.63 | +0.69% | |
JPMorgan | US46625H1005 | 1.68 | 298.28 | -0.11% | |
Alphabet A | US02079K3059 | 1.42 | 192.58 | -0.31% | |
Berkshire Hathaway B | US0846707026 | 1.33 | 481.70 | -0.49% | |
Alphabet C | US02079K1079 | 1.24 | 193.42 | -0.34% | |
Broadcom | US11135F1012 | 1.20 | 294.30 | +1.42% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Core Equity I | 35.86B | 21.59 | 16.10 | 7.16 | ||
DFA US Core Equity 2 I | 34.78B | 4.78 | 17.34 | 11.64 | ||
DFA Emerging Markets Core Equity I | 30.97B | 13.94 | 11.61 | 5.97 | ||
DFA US Large Cap Value I | 24.07B | 4.59 | 12.25 | 8.95 | ||
DFA US Small Cap I | 16.43B | -1.27 | 11.33 | 8.18 |
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