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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 13.320 | 13.320 | 0.000 |
Shares | 49.950 | 49.950 | 0.000 |
Bonds | 36.670 | 36.670 | 0.000 |
Convertible | 0.050 | 0.050 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.707 | 16.232 |
Price to Book | 2.180 | 2.148 |
Price to Sales | 1.513 | 1.748 |
Price to Cash Flow | 9.343 | 8.791 |
Dividend Yield | 2.753 | 3.178 |
5 Years Earnings Growth | 8.763 | 9.207 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.530 | 19.898 |
Technology | 15.470 | 13.690 |
Industrials | 11.990 | 9.915 |
Basic Materials | 11.130 | 7.749 |
Consumer Cyclical | 10.520 | 9.578 |
Healthcare | 7.750 | 9.142 |
Communication Services | 6.520 | 7.203 |
Energy | 5.420 | 5.938 |
Consumer Defensive | 5.230 | 5.275 |
Real Estate | 4.220 | 6.989 |
Utilities | 2.220 | 4.623 |
Number of long holdings: 11,467
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BHP Group Ltd | AU000000BHP4 | 1.49 | 43.190 | +0.42% | |
NVIDIA | US67066G1040 | 1.17 | 180.17 | -0.79% | |
Commonwealth Bank Australia | AU000000CBA7 | 0.93 | 170.300 | -1.76% | |
Microsoft | US5949181045 | 0.91 | 509.64 | +0.57% | |
Apple | US0378331005 | 0.90 | 232.56 | +0.90% | |
Amazon.com | US0231351067 | 0.60 | 231.60 | +1.08% | |
Ontario Teachers Finance Trust 1.85% | XS2475513953 | 0.55 | - | - | |
National Australia Bank | AU000000NAB4 | 0.55 | 42.790 | -0.35% | |
Westpac Banking | AU000000WBC1 | 0.47 | 38.610 | -1.03% | |
Meta Platforms | US30303M1027 | 0.45 | 751.11 | +0.50% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional World Allocation 70 30 | 1.73B | 6.55 | 9.76 | 7.15 | ||
Dimensional World Equity Trust | 1.49B | 8.07 | 13.37 | 9.25 | ||
Dimensional Australian Large Compan | 944.07M | 9.18 | 12.21 | 8.66 | ||
Dimensional Global Real Estate Trus | 928.55M | 1.79 | 3.98 | 5.73 |
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