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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.380 | 0.380 | 0.000 |
Shares | 99.530 | 99.530 | 0.000 |
Other | 0.080 | 0.180 | 0.100 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.652 | 21.280 |
Price to Book | 3.059 | 4.253 |
Price to Sales | 1.778 | 2.714 |
Price to Cash Flow | 10.899 | 13.517 |
Dividend Yield | 1.698 | 1.537 |
5 Years Earnings Growth | 10.293 | 10.453 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.450 | 25.700 |
Financial Services | 15.390 | 17.502 |
Industrials | 10.950 | 8.110 |
Healthcare | 10.870 | 13.530 |
Consumer Cyclical | 10.270 | 10.659 |
Communication Services | 8.810 | 9.377 |
Consumer Defensive | 6.420 | 7.072 |
Energy | 5.350 | 3.776 |
Basic Materials | 2.800 | 2.763 |
Real Estate | 2.520 | 2.346 |
Utilities | 2.180 | 3.370 |
Number of long holdings: 2,696
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.96 | 201.56 | +0.63% | |
Microsoft | US5949181045 | 4.53 | 492.27 | +0.44% | |
NVIDIA | US67066G1040 | 4.31 | 154.31 | +4.33% | |
Meta Platforms | US30303M1027 | 2.59 | 708.68 | -0.49% | |
Amazon.com | US0231351067 | 2.20 | 211.99 | -0.37% | |
JPMorgan | US46625H1005 | 1.23 | 284.26 | +1.07% | |
Alphabet A | US02079K3059 | 1.22 | 170.68 | +2.34% | |
Berkshire Hathaway B | US0846707026 | 1.16 | 486.21 | -1.47% | |
Eli Lilly | US5324571083 | 1.06 | 792.30 | +1.83% | |
Alphabet C | US02079K1079 | 1.05 | 171.49 | +2.24% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Core Equity Class | 3.48B | 9.07 | 12.07 | 6.41 | ||
DFA International Vector Equity Cl | 1.22B | 7.27 | 10.89 | 6.45 | ||
DFA International Vector Equity Cla | 1.22B | 8.98 | 12.50 | 6.46 | ||
DFA Global Real Estate Securities A | 741.41M | 0.02 | 1.80 | 3.64 | ||
DFA Global Real Estate Securities F | 741.41M | 0.49 | 2.95 | 4.81 |
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