Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.84 | 0.84 | 0.00 |
Stocks | 99.16 | 99.16 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.36 | 20.05 |
Price to Book | 3.33 | 3.93 |
Price to Sales | 1.92 | 2.58 |
Price to Cash Flow | 12.51 | 14.23 |
Dividend Yield | 1.48 | 1.54 |
5 Years Earnings Growth | 10.84 | 12.00 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.06 | 28.34 |
Financial Services | 15.47 | 14.15 |
Industrials | 11.91 | 9.77 |
Consumer Cyclical | 10.77 | 10.14 |
Healthcare | 9.87 | 12.91 |
Communication Services | 8.05 | 8.25 |
Consumer Defensive | 5.93 | 6.19 |
Energy | 5.14 | 3.90 |
Basic Materials | 2.97 | 2.54 |
Utilities | 2.51 | 2.83 |
Real Estate | 0.32 | 2.37 |
Number of long holdings: 2,459
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.61 | 134.70 | +3.08% | |
Apple | US0378331005 | 4.97 | 254.49 | +1.88% | |
Microsoft | US5949181045 | 4.28 | 436.60 | -0.10% | |
Amazon.com | US0231351067 | 2.40 | 224.92 | +0.73% | |
Meta Platforms | US30303M1027 | 1.96 | 585.25 | -1.73% | |
Alphabet A | US02079K3059 | 1.40 | 191.41 | +1.54% | |
JPMorgan | US46625H1005 | 1.37 | 237.60 | +1.99% | |
Exxon Mobil | US30231G1022 | 1.34 | 105.87 | +0.34% | |
Alphabet C | US02079K1079 | 1.24 | 192.96 | +1.72% | |
Berkshire Hathaway B | US0846707026 | 1.21 | 453.20 | +0.86% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 2 I | 33.94B | 26.24 | 11.49 | 11.96 | ||
DFA International Core Equity I | 29.77B | 7.04 | 4.48 | 5.79 | ||
DFA Emerging Markets Core Equity I | 26.99B | 8.69 | 2.86 | 4.52 | ||
DFA US Large Cap Value I | 23.74B | 21.86 | 10.75 | 9.52 | ||
DFA US Small Cap Value I | 16.28B | 18.96 | 12.95 | 9.76 |
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