
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.20 | 0.22 | 0.02 |
Shares | 99.80 | 99.80 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.79 | 20.75 |
Price to Book | 4.13 | 3.96 |
Price to Sales | 2.43 | 2.65 |
Price to Cash Flow | 13.03 | 13.91 |
Dividend Yield | 1.52 | 1.55 |
5 Years Earnings Growth | 9.14 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.64 | 28.78 |
Financial Services | 13.72 | 14.94 |
Consumer Cyclical | 10.43 | 10.33 |
Communication Services | 10.13 | 8.67 |
Healthcare | 9.35 | 11.76 |
Industrials | 9.31 | 9.88 |
Consumer Defensive | 6.76 | 6.17 |
Energy | 3.90 | 3.68 |
Utilities | 3.50 | 2.65 |
Basic Materials | 2.09 | 2.36 |
Real Estate | 0.16 | 2.25 |
Number of long holdings: 549
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.45 | 524.24 | -1.74% | |
NVIDIA | US67066G1040 | 6.26 | 173.72 | -2.33% | |
Apple | US0378331005 | 5.91 | 202.38 | -2.50% | |
Amazon.com | US0231351067 | 3.42 | 214.86 | -8.22% | |
Meta Platforms | US30303M1027 | 2.50 | 749.82 | -3.05% | |
Alphabet A | US02079K3059 | 1.92 | 189.13 | -1.44% | |
Alphabet C | US02079K1079 | 1.78 | 189.96 | -1.50% | |
JPMorgan | US46625H1005 | 1.29 | 289.37 | -2.32% | |
Visa A | US92826C8394 | 1.20 | 339.35 | -1.77% | |
Eli Lilly | US5324571083 | 1.17 | 762.65 | +3.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 36.21B | 5.09 | 17.90 | 12.26 | ||
DFA International Core Equity I | 34.69B | 21.59 | 16.10 | 7.16 | ||
DFA US Core Equity 2 I | 34.37B | 4.78 | 17.34 | 11.64 | ||
DFA Emerging Markets Core Equity I | 30.45B | 13.94 | 11.61 | 5.97 | ||
DFA US Large Cap Value I | 23.54B | 4.59 | 12.25 | 8.95 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review