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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.02 | 1.02 | 0.00 |
Shares | 98.98 | 98.98 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.65 | 20.66 |
Price to Book | 3.11 | 3.94 |
Price to Sales | 1.81 | 2.64 |
Price to Cash Flow | 11.30 | 13.85 |
Dividend Yield | 1.56 | 1.55 |
5 Years Earnings Growth | 9.56 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.44 | 28.65 |
Financial Services | 17.39 | 14.95 |
Industrials | 12.81 | 9.87 |
Consumer Cyclical | 10.04 | 10.34 |
Healthcare | 8.70 | 11.81 |
Communication Services | 8.28 | 8.65 |
Consumer Defensive | 6.32 | 6.21 |
Energy | 4.72 | 3.70 |
Basic Materials | 2.65 | 2.36 |
Utilities | 2.30 | 2.67 |
Real Estate | 0.34 | 2.27 |
Number of long holdings: 2,466
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.36 | 173.50 | -0.14% | |
Microsoft | US5949181045 | 5.02 | 513.71 | +0.55% | |
Apple | US0378331005 | 4.55 | 213.88 | +0.06% | |
Meta Platforms | US30303M1027 | 2.44 | 712.68 | -0.30% | |
Amazon.com | US0231351067 | 2.02 | 231.44 | -0.34% | |
JPMorgan | US46625H1005 | 1.47 | 298.62 | +0.70% | |
Alphabet A | US02079K3059 | 1.29 | 193.18 | +0.53% | |
Berkshire Hathaway B | US0846707026 | 1.25 | 484.07 | +0.72% | |
Alphabet C | US02079K1079 | 1.06 | 194.08 | +0.46% | |
Exxon Mobil | US30231G1022 | 0.96 | 110.40 | -0.35% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 36.6B | 5.09 | 17.90 | 12.26 | ||
DFA International Core Equity I | 35.86B | 21.59 | 16.10 | 7.16 | ||
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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