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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 | 17.55 | 20.19 |
Price to Book | 3.00 | 3.87 |
Price to Sales | 1.73 | 2.57 |
Price to Cash Flow | 10.85 | 13.64 |
Dividend Yield | 1.63 | 1.58 |
5 Years Earnings Growth | 10.53 | 10.75 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.93 | 28.04 |
Financial Services | 17.57 | 14.98 |
Industrials | 12.56 | 9.79 |
Consumer Cyclical | 9.86 | 10.34 |
Healthcare | 9.69 | 12.30 |
Communication Services | 7.51 | 8.52 |
Consumer Defensive | 6.55 | 6.35 |
Energy | 4.88 | 3.78 |
Basic Materials | 2.82 | 2.39 |
Utilities | 2.28 | 2.69 |
Real Estate | 0.36 | 2.31 |
Number of long holdings: 2,432
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.09 | 213.55 | +0.52% | |
NVIDIA | US67066G1040 | 4.82 | 159.34 | +1.33% | |
Microsoft | US5949181045 | 4.56 | 498.84 | +1.58% | |
Meta Platforms | US30303M1027 | 2.19 | 719.01 | +0.76% | |
Amazon.com | US0231351067 | 1.92 | 223.41 | +1.59% | |
JPMorgan | US46625H1005 | 1.44 | 296.00 | +1.37% | |
Berkshire Hathaway B | US0846707026 | 1.40 | 485.00 | +0.94% | |
Alphabet A | US02079K3059 | 1.26 | 179.53 | +0.50% | |
Eli Lilly | US5324571083 | 1.17 | 780.67 | +0.18% | |
Exxon Mobil | US30231G1022 | 1.04 | 112.20 | +1.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Core Equity I | 35.3B | 17.51 | 10.88 | 6.54 | ||
DFA US Core Equity 1 I | 36.23B | 0.13 | 12.50 | 11.55 | ||
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 |
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