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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.05 | 0.05 | 0.00 |
Stocks | 99.95 | 99.95 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.75 | 19.73 |
Price to Book | 4.11 | 3.71 |
Price to Sales | 2.66 | 2.37 |
Price to Cash Flow | 14.99 | 13.65 |
Dividend Yield | 1.44 | 1.60 |
5 Years Earnings Growth | 11.87 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.58 | 26.55 |
Financial Services | 12.68 | 14.25 |
Healthcare | 12.45 | 13.72 |
Consumer Cyclical | 10.50 | 10.26 |
Communication Services | 8.95 | 8.18 |
Industrials | 8.32 | 10.16 |
Consumer Defensive | 5.93 | 6.51 |
Energy | 3.95 | 4.41 |
Real Estate | 2.28 | 2.38 |
Utilities | 2.20 | 2.40 |
Basic Materials | 2.15 | 2.74 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.07 | - | - | |
Apple Inc | - | 5.63 | - | - | |
NVIDIA Corp | - | 5.05 | - | - | |
Amazon.com Inc | - | 3.73 | - | - | |
Meta Platforms Inc Class A | - | 2.42 | - | - | |
Alphabet Inc Class A | - | 2.01 | - | - | |
Berkshire Hathaway Inc Class B | - | 1.73 | - | - | |
Alphabet Inc Class C | - | 1.70 | - | - | |
Eli Lilly and Co | - | 1.40 | - | - | |
Broadcom Inc | - | 1.32 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 33.84B | 5.45 | 7.20 | 11.31 | ||
DFA US Core Equity 2 I | 32.97B | 4.88 | 6.91 | 10.68 | ||
DFA International Core Equity I | 32.22B | 1.85 | 2.49 | 4.57 | ||
DFA Emerging Markets Core Equity I | 27.67B | 3.46 | -0.76 | 4.22 | ||
DFA US Large Cap Value I | 24.47B | 6.25 | 6.26 | 8.75 |
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