Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.020 | 0.020 | 0.000 |
Shares | 99.930 | 99.930 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.912 | 17.286 |
Price to Book | 2.365 | 2.865 |
Price to Sales | 1.459 | 1.926 |
Price to Cash Flow | 9.955 | 10.920 |
Dividend Yield | 2.134 | 2.250 |
5 Years Earnings Growth | 10.949 | 11.322 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.290 | 19.606 |
Financial Services | 14.830 | 15.800 |
Industrials | 13.700 | 11.010 |
Consumer Cyclical | 11.160 | 11.406 |
Healthcare | 10.110 | 13.304 |
Communication Services | 6.430 | 7.587 |
Consumer Defensive | 6.340 | 10.014 |
Energy | 5.940 | 5.845 |
Basic Materials | 4.540 | 5.766 |
Real Estate | 2.840 | 2.088 |
Utilities | 2.800 | 2.460 |
Number of long holdings: 6,284
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.90 | 224.23 | 0.00% | |
NVIDIA | US67066G1040 | 3.40 | 148.29 | +2.09% | |
Microsoft | US5949181045 | 3.01 | 423.03 | +1.20% | |
Amazon.com | US0231351067 | 1.59 | 208.91 | +1.00% | |
Meta Platforms | US30303M1027 | 1.32 | 584.82 | +0.28% | |
Alphabet A | US02079K3059 | 0.81 | 181.62 | +0.70% | |
Eli Lilly | US5324571083 | 0.76 | 818.86 | -1.63% | |
Alphabet C | US02079K1079 | 0.72 | 183.32 | +0.74% | |
Exxon Mobil | US30231G1022 | 0.70 | 120.35 | -0.10% | |
Berkshire Hathaway B | US0846707026 | 0.62 | 466.29 | -0.23% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Australian Core Equity | 5.52B | 9.75 | 7.58 | 8.69 | ||
Dimensional World Allocation 70 30 | 1.55B | 10.11 | 4.72 | 7.26 | ||
Dimensional World Equity Trust | 1.27B | 13.84 | 7.77 | 9.50 | ||
Dimensional Australian Value Trust | 1.08B | 9.76 | 10.42 | 9.24 | ||
Dimensional World Allocation 50 50 | 1.03B | 8.16 | 3.44 | 5.87 |
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