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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 0.520 | 0.520 | 0.000 |
| Shares | 99.960 | 99.960 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 19.696 | 22.210 |
| Price to Book | 3.292 | 4.488 |
| Price to Sales | 1.986 | 2.896 |
| Price to Cash Flow | 11.641 | 14.193 |
| Dividend Yield | 1.567 | 1.455 |
| 5 Years Earnings Growth | 9.527 | 10.340 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 28.040 | 27.758 |
| Financial Services | 14.660 | 16.729 |
| Industrials | 11.200 | 8.542 |
| Consumer Cyclical | 10.290 | 10.900 |
| Communication Services | 10.090 | 9.572 |
| Healthcare | 8.780 | 12.755 |
| Consumer Defensive | 5.510 | 5.824 |
| Energy | 4.540 | 3.605 |
| Basic Materials | 2.520 | 2.597 |
| Real Estate | 2.240 | 2.200 |
| Utilities | 2.120 | 3.288 |
Number of long holdings: 2,661
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| NVIDIA | US67066G1040 | 6.13 | 190.63 | +2.34% | |
| Microsoft | US5949181045 | 5.60 | 532.89 | +1.77% | |
| Apple | US0378331005 | 4.37 | 267.27 | +1.69% | |
| Meta Platforms | US30303M1027 | 3.12 | 750.80 | +1.68% | |
| Amazon.com | US0231351067 | 2.33 | 226.73 | +1.12% | |
| Alphabet A | US02079K3059 | 1.71 | 268.21 | +3.19% | |
| Alphabet C | US02079K1079 | 1.48 | 268.83 | +3.19% | |
| Broadcom | US11135F1012 | 1.35 | 361.61 | +2.11% | |
| JPMorgan | US46625H1005 | 1.28 | 303.41 | +0.99% | |
| Berkshire Hathaway B | US0846707026 | 0.89 | 487.32 | -0.97% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| DFA International Core Equity Class | 3.48B | 22.84 | 21.39 | 8.57 | ||
| DFA International Vector Equity Cl | 1.22B | 18.31 | 19.45 | 9.11 | ||
| DFA International Vector Equity Cla | 1.22B | 22.53 | 21.76 | 8.67 | ||
| DFA Global Real Estate Securities A | 741.41M | 4.36 | 7.72 | 3.79 | ||
| DFA Global Real Estate Securities F | 741.41M | 5.26 | 8.93 | 4.96 |
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