
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.25 | 0.25 | 0.00 |
Shares | 99.75 | 99.75 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.04 | 20.17 |
Price to Book | 3.40 | 3.87 |
Price to Sales | 1.71 | 2.57 |
Price to Cash Flow | 12.55 | 13.63 |
Dividend Yield | 1.44 | 1.58 |
5 Years Earnings Growth | 10.61 | 10.75 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.64 | 28.02 |
Financial Services | 18.05 | 14.98 |
Consumer Cyclical | 12.10 | 10.35 |
Healthcare | 11.74 | 12.33 |
Industrials | 11.15 | 9.77 |
Communication Services | 9.75 | 8.50 |
Consumer Defensive | 6.02 | 6.35 |
Basic Materials | 1.96 | 2.39 |
Energy | 1.50 | 3.79 |
Utilities | 0.79 | 2.70 |
Real Estate | 0.30 | 2.31 |
Number of long holdings: 1,980
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.08 | 201.35 | +0.17% | |
NVIDIA | US67066G1040 | 5.14 | 157.46 | +1.57% | |
Meta Platforms | US30303M1027 | 3.17 | 730.02 | +0.54% | |
Amazon.com | US0231351067 | 2.53 | 219.38 | +1.04% | |
Microsoft | US5949181045 | 2.40 | 497.29 | -0.03% | |
JPMorgan | US46625H1005 | 1.67 | 287.48 | -0.44% | |
Alphabet A | US02079K3059 | 1.67 | 174.38 | +0.48% | |
Alphabet C | US02079K1079 | 1.45 | 175.37 | +0.54% | |
Eli Lilly | US5324571083 | 1.42 | 786.02 | -1.14% | |
Broadcom | US11135F1012 | 1.36 | 270.63 | +0.17% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Core Equity I | 34.64B | 17.51 | 10.88 | 6.54 | ||
DFA US Core Equity 1 I | 35.15B | 0.13 | 12.50 | 11.55 | ||
DFA US Core Equity 2 I | 33.28B | -0.23 | 11.94 | 10.95 | ||
DFA Emerging Markets Core Equity I | 29.98B | 7.15 | 6.60 | 5.04 | ||
DFA US Large Cap Value I | 23.66B | 0.06 | 6.52 | 8.29 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review