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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 | 18.894 |
Price to Book | 2.414 | 3.087 |
Price to Sales | 1.518 | 2.305 |
Price to Cash Flow | 9.870 | 12.230 |
Dividend Yield | 2.185 | 2.015 |
5 Years Earnings Growth | 9.041 | 9.802 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.270 | 24.579 |
Financial Services | 16.420 | 16.898 |
Industrials | 13.900 | 12.105 |
Consumer Cyclical | 11.570 | 10.331 |
Healthcare | 9.370 | 12.033 |
Communication Services | 7.500 | 8.241 |
Consumer Defensive | 6.260 | 7.198 |
Energy | 4.990 | 3.304 |
Basic Materials | 4.470 | 3.933 |
Real Estate | 2.700 | 2.796 |
Utilities | 2.550 | 2.501 |
Number of long holdings: 7,869
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 3.47 | 187.62 | -0.67% | |
Microsoft | US5949181045 | 2.81 | 517.35 | +0.31% | |
Amazon.com | US0231351067 | 2.71 | 219.51 | -1.30% | |
Apple | US0378331005 | 2.62 | 258.02 | +0.35% | |
Meta Platforms | US30303M1027 | 1.33 | 710.56 | -2.27% | |
Alphabet A | US02079K3059 | 0.77 | 245.35 | -0.14% | |
Alphabet C | US02079K1079 | 0.66 | 246.45 | +0.01% | |
JPMorgan | US46625H1005 | 0.65 | 310.03 | +0.81% | |
Berkshire Hathaway B | US0846707026 | 0.64 | 498.75 | +0.57% | |
Visa A | US92826C8394 | 0.60 | 349.84 | +1.12% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 9.5B | 5.18 | 10.35 | 11.94 | ||
Dimensional World Allocation 60 40A | 4.42B | 4.93 | 7.31 | 7.17 | ||
Dimensional World Allocation 60 40D | 4.42B | 4.91 | 7.32 | 7.16 | ||
Global Sustainability Core EquityGA | 5.82B | 4.40 | 11.37 | 12.46 | ||
Global Sustainability Core EquityGD | 1.09B | 4.39 | 11.37 | 12.46 |
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