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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.97 | 0.97 | 0.00 |
Shares | 99.03 | 99.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.88 | 27.48 |
Price to Book | 13.51 | 7.02 |
Price to Sales | 2.88 | 4.61 |
Price to Cash Flow | 16.05 | 17.96 |
Dividend Yield | 1.39 | 0.72 |
5 Years Earnings Growth | 9.86 | 12.84 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.64 | 39.23 |
Healthcare | 13.50 | 10.77 |
Consumer Defensive | 12.19 | 3.66 |
Financial Services | 11.86 | 10.01 |
Industrials | 11.31 | 7.05 |
Consumer Cyclical | 11.10 | 14.30 |
Communication Services | 4.46 | 12.76 |
Energy | 1.92 | 1.39 |
Utilities | 1.37 | 1.18 |
Basic Materials | 0.64 | 1.68 |
Real Estate | 0.02 | 1.47 |
Number of long holdings: 110
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.26 | 213.55 | +0.52% | |
NVIDIA | US67066G1040 | 5.45 | 159.34 | +1.33% | |
Microsoft | US5949181045 | 5.44 | 498.84 | +1.58% | |
Eli Lilly | US5324571083 | 5.05 | 780.67 | +0.18% | |
Mastercard | US57636Q1040 | 4.83 | 569.24 | +1.37% | |
Visa A | US92826C8394 | 4.68 | 358.86 | +1.31% | |
Meta Platforms | US30303M1027 | 4.18 | 719.01 | +0.76% | |
AbbVie | US00287Y1091 | 3.97 | 189.28 | -0.77% | |
Home Depot | US4370761029 | 3.96 | 371.68 | -0.05% | |
Costco | US22160K1051 | 2.89 | 987.02 | +0.47% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Core Equity I | 35.3B | 17.51 | 10.88 | 6.54 | ||
DFA US Core Equity 1 I | 36.23B | 0.13 | 12.50 | 11.55 | ||
DFA US Core Equity 2 I | 34.35B | -0.23 | 11.94 | 10.95 | ||
DFA Emerging Markets Core Equity I | 30.6B | 7.15 | 6.60 | 5.04 | ||
DFA US Large Cap Value I | 24.41B | 0.06 | 6.52 | 8.29 |
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