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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.96 | 0.96 | 0.00 |
Shares | 99.04 | 99.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.29 | 20.27 |
Price to Book | 3.40 | 3.93 |
Price to Sales | 1.97 | 2.60 |
Price to Cash Flow | 12.31 | 13.96 |
Dividend Yield | 1.47 | 1.55 |
5 Years Earnings Growth | 11.27 | 11.12 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.73 | 27.98 |
Financial Services | 16.78 | 14.97 |
Industrials | 11.37 | 9.57 |
Consumer Cyclical | 11.02 | 10.46 |
Healthcare | 9.41 | 12.50 |
Communication Services | 8.18 | 8.51 |
Consumer Defensive | 6.21 | 6.24 |
Energy | 4.92 | 3.89 |
Basic Materials | 2.56 | 2.37 |
Utilities | 2.50 | 2.74 |
Real Estate | 0.32 | 2.30 |
Number of long holdings: 2,401
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.39 | 209.28 | +0.44% | |
NVIDIA | US67066G1040 | 5.15 | 111.01 | +4.30% | |
Microsoft | US5949181045 | 3.99 | 391.85 | +1.17% | |
Amazon.com | US0231351067 | 2.70 | 188.99 | +1.31% | |
Meta Platforms | US30303M1027 | 2.20 | 547.27 | +2.65% | |
JPMorgan | US46625H1005 | 1.63 | 243.55 | -0.45% | |
Berkshire Hathaway B | US0846707026 | 1.37 | 530.96 | -0.13% | |
Alphabet A | US02079K3059 | 1.31 | 161.96 | +1.68% | |
Eli Lilly | US5324571083 | 1.22 | 884.54 | +2.89% | |
Alphabet C | US02079K1079 | 1.18 | 163.85 | +1.47% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Core Equity I | 32.45B | 7.11 | 6.01 | 6.08 | ||
DFA US Core Equity 2 I | 30.44B | -4.23 | 7.97 | 10.66 | ||
DFA Emerging Markets Core Equity I | 26.99B | 1.09 | 2.85 | 4.75 | ||
DFA US Large Cap Value I | 22.48B | 2.29 | 6.72 | 8.86 | ||
DFA US Small Cap I | 14.67B | -7.81 | 3.60 | 7.48 |
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