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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.410 | 0.410 | 0.000 |
Shares | 99.950 | 99.950 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.747 | 21.221 |
Price to Book | 3.236 | 4.247 |
Price to Sales | 1.873 | 2.757 |
Price to Cash Flow | 11.548 | 13.698 |
Dividend Yield | 1.606 | 1.538 |
5 Years Earnings Growth | 10.875 | 10.622 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.630 | 25.387 |
Financial Services | 15.230 | 17.416 |
Industrials | 10.820 | 8.140 |
Consumer Cyclical | 10.580 | 11.135 |
Healthcare | 10.390 | 13.613 |
Communication Services | 8.860 | 9.174 |
Consumer Defensive | 6.220 | 6.775 |
Energy | 4.930 | 3.759 |
Basic Materials | 2.750 | 2.688 |
Real Estate | 2.460 | 2.351 |
Utilities | 2.130 | 3.459 |
Number of long holdings: 2,703
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.31 | 203.41 | +0.07% | |
NVIDIA | US67066G1040 | 4.65 | 140.82 | -0.28% | |
Microsoft | US5949181045 | 4.56 | 464.34 | +0.29% | |
Meta Platforms | US30303M1027 | 2.87 | 683.72 | +2.53% | |
Amazon.com | US0231351067 | 2.29 | 207.46 | +0.85% | |
JPMorgan | US46625H1005 | 1.26 | 265.31 | -0.36% | |
Alphabet A | US02079K3059 | 1.19 | 167.21 | +0.62% | |
Eli Lilly | US5324571083 | 1.13 | 769.46 | +2.49% | |
Berkshire Hathaway B | US0846707026 | 1.06 | 492.94 | -0.98% | |
Alphabet C | US02079K1079 | 1.02 | 168.66 | +0.57% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Core Equity Class | 3.48B | 4.29 | 10.49 | 6.19 | ||
DFA International Vector Equity Cl | 1.22B | 2.10 | 9.41 | 6.14 | ||
DFA International Vector Equity Cla | 1.22B | 4.01 | 10.92 | 6.24 | ||
DFA Global Real Estate Securities A | 741.41M | -1.33 | -0.44 | 3.67 | ||
DFA Global Real Estate Securities F | 741.41M | -0.96 | 0.68 | 4.84 |
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