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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.41 | 0.91 | 0.50 |
Shares | 99.57 | 99.57 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.85 | 14.41 |
Price to Book | 1.80 | 1.96 |
Price to Sales | 1.03 | 1.15 |
Price to Cash Flow | 7.63 | 8.68 |
Dividend Yield | 1.87 | 2.29 |
5 Years Earnings Growth | 11.98 | 10.83 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.04 | 18.07 |
Industrials | 16.29 | 17.95 |
Consumer Cyclical | 12.62 | 11.90 |
Technology | 11.93 | 10.31 |
Healthcare | 9.76 | 9.19 |
Energy | 9.01 | 6.31 |
Basic Materials | 6.26 | 5.13 |
Communication Services | 5.77 | 3.05 |
Consumer Defensive | 4.94 | 6.21 |
Utilities | 0.79 | 6.49 |
Real Estate | 0.59 | 7.69 |
Number of long holdings: 2,452
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 1.18 | 468.24 | +0.55% | |
Amazon.com | US0231351067 | 1.15 | 188.76 | +0.03% | |
Exxon Mobil | US30231G1022 | 1.06 | 116.22 | -0.45% | |
JPMorgan | US46625H1005 | 1.06 | 191.80 | -0.10% | |
Berkshire Hathaway B | US0846707026 | 0.94 | 405.78 | +0.21% | |
Future on E-mini S&P 500 Futures | - | 0.84 | - | - | |
Super Micro Computer | US86800U1043 | 0.73 | 819.29 | -1.33% | |
Chevron | US1667641005 | 0.58 | 162.64 | +0.21% | |
Alphabet C | US02079K1079 | 0.51 | 172.98 | +1.85% | |
Alphabet A | US02079K3059 | 0.49 | 171.25 | +1.87% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 33.51B | 10.49 | 10.50 | 11.80 | ||
DFA US Core Equity 2 I | 32.75B | 10.00 | 10.16 | 11.16 | ||
DFA International Core Equity I | 31.95B | 4.67 | 4.53 | 4.98 | ||
DFA Emerging Markets Core Equity I | 27.64B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 24.13B | 11.19 | 9.24 | 9.31 |
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