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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.670 | 0.670 | 0.000 |
Shares | 99.580 | 99.580 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.152 | 21.974 |
Price to Book | 3.109 | 4.410 |
Price to Sales | 1.850 | 2.829 |
Price to Cash Flow | 11.839 | 14.417 |
Dividend Yield | 1.641 | 1.497 |
5 Years Earnings Growth | 9.426 | 11.249 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.690 | 25.805 |
Financial Services | 14.580 | 17.210 |
Industrials | 11.290 | 8.627 |
Consumer Cyclical | 11.080 | 11.129 |
Healthcare | 10.330 | 13.627 |
Communication Services | 8.650 | 9.094 |
Consumer Defensive | 6.100 | 6.579 |
Energy | 4.930 | 3.573 |
Basic Materials | 2.820 | 2.410 |
Real Estate | 2.420 | 2.118 |
Utilities | 2.110 | 3.429 |
Number of long holdings: 2,676
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.07 | 223.19 | +0.48% | |
NVIDIA | US67066G1040 | 4.77 | 110.15 | +1.63% | |
Microsoft | US5949181045 | 4.32 | 382.19 | +1.81% | |
Meta Platforms | US30303M1027 | 2.59 | 586.00 | +1.67% | |
Amazon.com | US0231351067 | 2.40 | 192.11 | +0.97% | |
Alphabet A | US02079K3059 | 1.29 | 157.07 | +1.57% | |
JPMorgan | US46625H1005 | 1.17 | 243.66 | -0.67% | |
Alphabet C | US02079K1079 | 1.10 | 158.86 | +1.68% | |
Eli Lilly | US5324571083 | 0.97 | 805.23 | -2.50% | |
Berkshire Hathaway B | US0846707026 | 0.96 | 532.99 | +0.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Core Equity Class | 3.48B | 5.45 | 8.74 | 6.32 | ||
DFA International Vector Equity Cl | 1.22B | 3.75 | 9.18 | 6.63 | ||
DFA International Vector Equity Cla | 1.22B | 5.16 | 9.24 | 6.42 | ||
DFA Global Real Estate Securities A | 741.41M | 5.13 | 2.32 | 3.61 | ||
DFA Global Real Estate Securities F | 741.41M | 5.33 | 3.47 | 4.78 |
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