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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.95 | 0.95 | 0.00 |
Shares | 99.05 | 99.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.41 | 28.33 |
Price to Book | 13.95 | 7.20 |
Price to Sales | 3.00 | 4.72 |
Price to Cash Flow | 17.84 | 18.14 |
Dividend Yield | 1.33 | 0.72 |
5 Years Earnings Growth | 9.08 | 12.71 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.65 | 39.65 |
Healthcare | 12.31 | 10.42 |
Financial Services | 12.04 | 9.86 |
Consumer Defensive | 11.51 | 3.61 |
Industrials | 11.18 | 7.10 |
Consumer Cyclical | 10.59 | 14.31 |
Communication Services | 6.63 | 12.87 |
Energy | 1.78 | 1.34 |
Utilities | 1.69 | 1.23 |
Basic Materials | 0.62 | 1.65 |
Real Estate | 0.02 | 1.44 |
Number of long holdings: 108
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 6.26 | 177.17 | +0.95% | |
Microsoft | US5949181045 | 5.99 | 512.65 | +0.02% | |
Apple | US0378331005 | 5.59 | 210.92 | -0.17% | |
Visa A | US92826C8394 | 4.68 | 354.57 | +0.93% | |
Meta Platforms | US30303M1027 | 4.66 | 701.19 | +0.17% | |
Mastercard | US57636Q1040 | 4.63 | 564.40 | +0.19% | |
Eli Lilly | US5324571083 | 4.36 | 776.26 | +1.75% | |
Home Depot | US4370761029 | 3.83 | 377.05 | -0.08% | |
AbbVie | US00287Y1091 | 3.56 | 191.13 | -0.05% | |
Costco | US22160K1051 | 2.85 | 937.42 | +0.31% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 36.58B | 5.09 | 17.90 | 12.26 | ||
DFA International Core Equity I | 35.31B | 21.59 | 16.10 | 7.16 | ||
DFA US Core Equity 2 I | 34.72B | 4.78 | 17.34 | 11.64 | ||
DFA Emerging Markets Core Equity I | 30.78B | 13.94 | 11.61 | 5.97 | ||
DFA US Large Cap Value I | 23.97B | 4.59 | 12.25 | 8.95 |
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