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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.96 | 0.96 | 0.00 |
Shares | 99.04 | 99.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.01 | 15.64 |
Price to Book | 1.96 | 2.46 |
Price to Sales | 1.22 | 1.68 |
Price to Cash Flow | 8.33 | 10.41 |
Dividend Yield | 2.53 | 2.54 |
5 Years Earnings Growth | 10.34 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.61 | 21.23 |
Healthcare | 16.73 | 15.49 |
Industrials | 11.96 | 11.73 |
Energy | 11.95 | 7.52 |
Technology | 11.08 | 12.50 |
Communication Services | 7.23 | 5.55 |
Basic Materials | 6.63 | 3.40 |
Consumer Defensive | 5.36 | 8.56 |
Consumer Cyclical | 4.89 | 6.81 |
Real Estate | 0.54 | 3.50 |
Utilities | 0.02 | 5.34 |
Number of long holdings: 327
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.61 | 281.25 | +1.07% | |
Exxon Mobil | US30231G1022 | 4.02 | 108.39 | -3.00% | |
Berkshire Hathaway B | US0846707026 | 2.65 | 493.48 | +1.17% | |
UnitedHealth | US91324P1021 | 2.25 | 305.62 | +1.64% | |
J&J | US4781601046 | 2.22 | 152.19 | +0.57% | |
Cisco | US17275R1023 | 1.92 | 67.89 | +0.76% | |
Chevron | US1667641005 | 1.82 | 143.63 | -2.20% | |
AT&T | US00206R1023 | 1.59 | 28.28 | +0.28% | |
Wells Fargo&Co | US9497461015 | 1.53 | 78.12 | +1.44% | |
Verizon | US92343V1044 | 1.41 | 42.65 | +0.68% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Core Equity I | 34.21B | 17.51 | 10.88 | 6.54 | ||
DFA US Core Equity 1 I | 34.58B | 0.13 | 12.50 | 11.55 | ||
DFA US Core Equity 2 I | 32.65B | -0.23 | 11.94 | 10.95 | ||
DFA Emerging Markets Core Equity I | 29.13B | 7.15 | 6.60 | 5.04 | ||
DFA US Small Cap I | 15.53B | -5.17 | 6.73 | 7.85 |
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