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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 | 15.06 | 16.08 |
Price to Book | 2.07 | 2.50 |
Price to Sales | 1.33 | 1.72 |
Price to Cash Flow | 8.64 | 10.49 |
Dividend Yield | 2.35 | 2.49 |
5 Years Earnings Growth | 9.08 | 9.27 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.28 | 21.45 |
Healthcare | 14.96 | 14.63 |
Industrials | 12.76 | 11.93 |
Technology | 12.10 | 13.18 |
Energy | 12.06 | 7.40 |
Communication Services | 7.17 | 5.87 |
Basic Materials | 6.76 | 3.38 |
Consumer Defensive | 4.79 | 8.21 |
Consumer Cyclical | 4.53 | 7.09 |
Real Estate | 0.57 | 3.38 |
Utilities | 0.02 | 5.21 |
Number of long holdings: 330
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.85 | 294.80 | -0.49% | |
Exxon Mobil | US30231G1022 | 3.86 | 111.76 | +0.43% | |
Berkshire Hathaway B | US0846707026 | 2.27 | 486.00 | -0.61% | |
Cisco | US17275R1023 | 2.17 | 67.14 | -0.27% | |
J&J | US4781601046 | 2.10 | 178.41 | -0.49% | |
Chevron | US1667641005 | 1.80 | 158.11 | -0.04% | |
UnitedHealth | US91324P1021 | 1.77 | 304.86 | -0.83% | |
Wells Fargo&Co | US9497461015 | 1.63 | 80.19 | +1.38% | |
AT&T | US00206R1023 | 1.56 | 28.74 | -0.09% | |
Goldman Sachs | US38141G1040 | 1.37 | 738.79 | -0.42% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 37.06B | 7.24 | 15.30 | 12.41 | ||
DFA International Core Equity I | 36.93B | 20.01 | 13.74 | 7.01 | ||
DFA US Core Equity 2 I | 35.25B | 7.10 | 14.86 | 11.91 | ||
DFA Emerging Markets Core Equity I | 31.45B | 15.37 | 11.94 | 6.84 | ||
DFA US Small Cap I | 17.08B | 0.06 | 8.31 | 8.46 |
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