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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.31 | 0.31 | 0.00 |
Shares | 99.69 | 99.69 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.78 | 21.06 |
Price to Book | 3.62 | 4.01 |
Price to Sales | 1.88 | 2.70 |
Price to Cash Flow | 13.22 | 14.11 |
Dividend Yield | 1.35 | 1.53 |
5 Years Earnings Growth | 9.46 | 10.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.97 | 29.26 |
Financial Services | 18.18 | 14.85 |
Consumer Cyclical | 12.40 | 10.31 |
Industrials | 11.17 | 9.88 |
Healthcare | 10.53 | 11.50 |
Communication Services | 10.53 | 8.78 |
Consumer Defensive | 4.80 | 6.04 |
Basic Materials | 1.89 | 2.36 |
Energy | 1.45 | 3.66 |
Utilities | 0.78 | 2.62 |
Real Estate | 0.29 | 2.22 |
Number of long holdings: 2,008
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 6.47 | 174.18 | -3.32% | |
Apple | US0378331005 | 5.16 | 232.14 | -0.18% | |
Meta Platforms | US30303M1027 | 3.72 | 738.70 | -1.65% | |
Microsoft | US5949181045 | 2.69 | 506.69 | -0.58% | |
Amazon.com | US0231351067 | 2.68 | 229.00 | -1.12% | |
Alphabet A | US02079K3059 | 1.74 | 212.91 | +0.60% | |
Broadcom | US11135F1012 | 1.69 | 297.39 | -3.65% | |
JPMorgan | US46625H1005 | 1.64 | 301.42 | +0.12% | |
Alphabet C | US02079K1079 | 1.42 | 213.53 | +0.55% | |
Eli Lilly | US5324571083 | 1.10 | 732.58 | +0.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 36.97B | 7.24 | 15.30 | 12.41 | ||
DFA International Core Equity I | 36.39B | 20.01 | 13.74 | 7.01 | ||
DFA US Core Equity 2 I | 35.15B | 7.10 | 14.86 | 11.91 | ||
DFA Emerging Markets Core Equity I | 31.19B | 15.37 | 11.94 | 6.84 | ||
DFA US Large Cap Value I | 24.38B | 5.41 | 10.28 | 9.06 |
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