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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.01 | 1.01 | 0.00 |
Shares | 98.99 | 98.99 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.99 | 14.48 |
Price to Book | 2.48 | 2.00 |
Price to Sales | 1.36 | 1.17 |
Price to Cash Flow | 9.64 | 8.85 |
Dividend Yield | 1.69 | 2.19 |
5 Years Earnings Growth | 11.38 | 10.96 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.88 | 10.85 |
Financial Services | 19.43 | 17.62 |
Industrials | 13.52 | 16.17 |
Consumer Cyclical | 11.80 | 11.56 |
Healthcare | 8.71 | 10.47 |
Communication Services | 7.22 | 3.22 |
Energy | 6.56 | 6.40 |
Consumer Defensive | 6.53 | 6.84 |
Basic Materials | 3.93 | 4.85 |
Utilities | 1.02 | 6.94 |
Real Estate | 0.40 | 7.70 |
Number of long holdings: 2,164
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.35 | 211.21 | +0.51% | |
NVIDIA | US67066G1040 | 3.68 | 109.02 | +0.27% | |
Microsoft | US5949181045 | 3.17 | 394.04 | +0.74% | |
Meta Platforms | US30303M1027 | 2.44 | 554.44 | +0.85% | |
Amazon.com | US0231351067 | 1.74 | 187.39 | -0.17% | |
Eli Lilly | US5324571083 | 0.88 | 885.20 | +0.90% | |
Alphabet A | US02079K3059 | 0.85 | 160.16 | -0.28% | |
JPMorgan | US46625H1005 | 0.84 | 244.62 | +0.58% | |
Alphabet C | US02079K1079 | 0.82 | 162.06 | -0.22% | |
Future on E-mini S&P 500 Futures | - | 0.81 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 32.46B | -4.16 | 8.28 | 11.24 | ||
DFA International Core Equity I | 32.73B | 7.11 | 6.01 | 6.08 | ||
DFA US Core Equity 2 I | 30.49B | -4.23 | 7.97 | 10.66 | ||
DFA Emerging Markets Core Equity I | 27.05B | 1.09 | 2.85 | 4.75 | ||
DFA US Large Cap Value I | 22.56B | 2.29 | 6.72 | 8.86 |
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