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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.84 | 0.84 | 0.00 |
Shares | 99.16 | 99.16 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.49 | 15.74 |
Price to Book | 2.10 | 2.50 |
Price to Sales | 1.31 | 1.71 |
Price to Cash Flow | 8.98 | 10.61 |
Dividend Yield | 2.32 | 2.51 |
5 Years Earnings Growth | 10.24 | 9.47 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.34 | 21.37 |
Healthcare | 16.29 | 15.26 |
Energy | 12.52 | 7.55 |
Industrials | 12.42 | 11.78 |
Technology | 11.58 | 12.77 |
Communication Services | 6.99 | 5.59 |
Basic Materials | 6.41 | 3.40 |
Consumer Defensive | 4.95 | 8.33 |
Consumer Cyclical | 4.87 | 6.79 |
Real Estate | 0.58 | 3.50 |
Utilities | 0.04 | 5.25 |
Number of long holdings: 334
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.54 | 244.64 | +1.56% | |
Exxon Mobil | US30231G1022 | 3.90 | 108.56 | +1.11% | |
Berkshire Hathaway B | US0846707026 | 2.34 | 531.93 | +0.97% | |
J&J | US4781601046 | 2.03 | 154.95 | -0.28% | |
Cisco | US17275R1023 | 1.96 | 56.29 | +1.19% | |
Chevron | US1667641005 | 1.96 | 139.07 | +1.75% | |
UnitedHealth | US91324P1021 | 1.94 | 424.25 | -0.87% | |
Wells Fargo&Co | US9497461015 | 1.55 | 69.51 | +2.31% | |
Goldman Sachs | US38141G1040 | 1.52 | 545.17 | +3.00% | |
AT&T | US00206R1023 | 1.45 | 27.51 | +1.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 31.2B | -4.16 | 8.28 | 11.24 | ||
DFA International Core Equity I | 31.98B | 7.11 | 6.01 | 6.08 | ||
DFA US Core Equity 2 I | 29.34B | -4.23 | 7.97 | 10.66 | ||
DFA Emerging Markets Core Equity I | 26.59B | 1.09 | 2.85 | 4.75 | ||
DFA US Small Cap I | 14.18B | -7.81 | 3.60 | 7.48 |
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