
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.48 | 10.28 | 9.80 |
Shares | 99.43 | 99.43 | 0.00 |
Bonds | 0.07 | 0.07 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.90 | 18.34 |
Price to Book | 2.48 | 3.08 |
Price to Sales | 1.56 | 2.25 |
Price to Cash Flow | 10.39 | 12.39 |
Dividend Yield | 2.05 | 2.02 |
5 Years Earnings Growth | 9.72 | 10.59 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.05 | 23.86 |
Financial Services | 15.67 | 16.63 |
Industrials | 13.57 | 11.51 |
Consumer Cyclical | 11.55 | 10.70 |
Healthcare | 10.01 | 13.06 |
Communication Services | 7.12 | 7.95 |
Consumer Defensive | 6.08 | 7.53 |
Energy | 5.33 | 3.47 |
Basic Materials | 4.54 | 3.93 |
Real Estate | 2.67 | 2.73 |
Utilities | 2.41 | 2.53 |
Number of long holdings: 6,545
Number of short holdings: 14
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 3.23 | 94.31 | -7.36% | |
Apple | US0378331005 | 3.13 | 188.38 | -7.29% | |
Microsoft | US5949181045 | 2.39 | 359.84 | -3.56% | |
Amazon.com | US0231351067 | 2.14 | 171.00 | -4.15% | |
Meta Platforms | US30303M1027 | 1.57 | 504.73 | -5.06% | |
Alphabet A | US02079K3059 | 0.91 | 145.60 | -3.40% | |
Alphabet C | US02079K1079 | 0.78 | 147.74 | -3.20% | |
Broadcom | US11135F1012 | 0.77 | 146.29 | -5.01% | |
Visa A | US92826C8394 | 0.65 | 313.13 | -7.74% | |
Berkshire Hathaway B | US0846707026 | 0.64 | 493.54 | -6.91% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 7.02B | 2.42 | 10.66 | 11.01 | ||
Dimensional Global Core Equity FuGD | 7.02B | 2.42 | 10.66 | 11.01 | ||
Global Sustainability Core EquityGA | 1.51B | 2.08 | 11.31 | 11.62 | ||
Global Sustainability Core EquityGD | 848.82M | 2.07 | 11.32 | 11.62 | ||
Dimensional World Allocation 60 40A | 3.49B | 1.51 | 6.12 | 6.41 |
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