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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.26 | 0.28 | 0.02 |
Shares | 99.74 | 99.74 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.74 | 21.04 |
Price to Book | 4.34 | 4.01 |
Price to Sales | 2.56 | 2.69 |
Price to Cash Flow | 13.69 | 14.10 |
Dividend Yield | 1.45 | 1.53 |
5 Years Earnings Growth | 9.29 | 10.59 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.02 | 29.21 |
Financial Services | 13.56 | 14.86 |
Consumer Cyclical | 10.30 | 10.30 |
Communication Services | 10.29 | 8.77 |
Industrials | 9.13 | 9.87 |
Healthcare | 8.99 | 11.53 |
Consumer Defensive | 6.24 | 6.06 |
Energy | 3.91 | 3.66 |
Utilities | 3.34 | 2.61 |
Basic Materials | 2.05 | 2.36 |
Real Estate | 0.17 | 2.22 |
Number of long holdings: 550
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 6.98 | 180.17 | -0.79% | |
Microsoft | US5949181045 | 6.64 | 509.64 | +0.57% | |
Apple | US0378331005 | 5.75 | 232.56 | +0.90% | |
Amazon.com | US0231351067 | 3.55 | 231.60 | +1.08% | |
Meta Platforms | US30303M1027 | 2.97 | 751.11 | +0.50% | |
Alphabet A | US02079K3059 | 1.72 | 211.64 | +2.01% | |
Alphabet C | US02079K1079 | 1.67 | 212.37 | +2.00% | |
JPMorgan | US46625H1005 | 1.35 | 301.07 | +0.60% | |
Broadcom | US11135F1012 | 1.24 | 308.65 | +2.80% | |
Eli Lilly | US5324571083 | 1.17 | 731.96 | -0.30% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 37B | 7.24 | 15.30 | 12.41 | ||
DFA International Core Equity I | 36.5B | 20.01 | 13.74 | 7.01 | ||
DFA US Core Equity 2 I | 35.2B | 7.10 | 14.86 | 11.91 | ||
DFA Emerging Markets Core Equity I | 31.43B | 15.37 | 11.94 | 6.84 | ||
DFA US Large Cap Value I | 24.24B | 5.41 | 10.28 | 9.06 |
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