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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.85 | 0.91 | 0.06 |
Shares | 99.15 | 99.15 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.22 | 15.66 |
Price to Book | 2.04 | 2.48 |
Price to Sales | 1.28 | 1.69 |
Price to Cash Flow | 8.85 | 10.48 |
Dividend Yield | 2.40 | 2.53 |
5 Years Earnings Growth | 9.83 | 9.62 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.80 | 21.21 |
Healthcare | 16.91 | 15.63 |
Energy | 13.49 | 7.64 |
Industrials | 11.84 | 11.68 |
Technology | 10.86 | 12.42 |
Communication Services | 7.32 | 5.55 |
Basic Materials | 6.27 | 3.40 |
Consumer Defensive | 5.10 | 8.54 |
Consumer Cyclical | 4.82 | 6.74 |
Real Estate | 0.55 | 3.50 |
Utilities | 0.04 | 5.34 |
Number of long holdings: 330
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.37 | 265.35 | -0.35% | |
Exxon Mobil | US30231G1022 | 4.31 | 102.68 | -1.08% | |
Berkshire Hathaway B | US0846707026 | 2.51 | 492.91 | -0.99% | |
UnitedHealth | US91324P1021 | 2.45 | 300.60 | -0.21% | |
Chevron | US1667641005 | 2.14 | 137.70 | -1.33% | |
J&J | US4781601046 | 2.13 | 153.93 | -0.32% | |
Cisco | US17275R1023 | 1.95 | 64.63 | +0.42% | |
AT&T | US00206R1023 | 1.55 | 27.68 | -1.00% | |
Wells Fargo&Co | US9497461015 | 1.48 | 76.21 | +0.74% | |
Verizon | US92343V1044 | 1.41 | 43.62 | -0.49% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Core Equity I | 34.51B | 11.59 | 9.74 | 6.01 | ||
DFA US Core Equity 1 I | 34.62B | -5.64 | 10.68 | 11.03 | ||
DFA US Core Equity 2 I | 32.7B | -6.03 | 10.11 | 10.43 | ||
DFA Emerging Markets Core Equity I | 28.76B | 1.73 | 5.09 | 4.12 | ||
DFA US Small Cap I | 15.64B | -10.39 | 5.33 | 7.43 |
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