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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.610 | 0.610 | 0.000 |
Shares | 99.560 | 99.560 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.341 | 18.758 |
Price to Book | 2.414 | 3.074 |
Price to Sales | 1.518 | 2.290 |
Price to Cash Flow | 9.870 | 12.204 |
Dividend Yield | 2.185 | 2.034 |
5 Years Earnings Growth | 9.041 | 9.715 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.270 | 24.567 |
Financial Services | 16.420 | 16.878 |
Industrials | 13.900 | 12.149 |
Consumer Cyclical | 11.570 | 10.303 |
Healthcare | 9.370 | 12.037 |
Communication Services | 7.500 | 8.153 |
Consumer Defensive | 6.260 | 7.262 |
Energy | 4.990 | 3.329 |
Basic Materials | 4.470 | 3.923 |
Real Estate | 2.700 | 2.763 |
Utilities | 2.550 | 2.533 |
Number of long holdings: 7,869
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 3.47 | 174.19 | -3.32% | |
Microsoft | US5949181045 | 2.81 | 508.56 | -0.21% | |
Amazon.com | US0231351067 | 2.71 | 228.85 | -1.19% | |
Apple | US0378331005 | 2.62 | 232.64 | +0.03% | |
Meta Platforms | US30303M1027 | 1.33 | 735.90 | -2.03% | |
Alphabet A | US02079K3059 | 0.77 | 213.16 | +0.72% | |
Alphabet C | US02079K1079 | 0.66 | 213.92 | +0.73% | |
JPMorgan | US46625H1005 | 0.65 | 301.33 | +0.08% | |
Berkshire Hathaway B | US0846707026 | 0.64 | 502.43 | +0.51% | |
Visa A | US92826C8394 | 0.60 | 351.95 | +0.60% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGD | 9.34B | 4.09 | 10.16 | 11.35 | ||
Dimensional World Allocation 60 40A | 4.25B | 4.11 | 6.98 | 6.80 | ||
Dimensional World Allocation 60 40D | 4.25B | 4.05 | 6.98 | 6.80 | ||
Global Sustainability Core EquityGA | 5.71B | -3.66 | 9.19 | 10.70 | ||
Global Sustainability Core EquityGD | 5.71B | -3.66 | 9.20 | 10.71 |
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