
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.230 | 0.260 | 0.030 |
Stocks | 99.710 | 99.710 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.560 | 18.285 |
Price to Book | 2.420 | 3.093 |
Price to Sales | 1.516 | 2.252 |
Price to Cash Flow | 10.211 | 12.491 |
Dividend Yield | 2.117 | 2.009 |
5 Years Earnings Growth | 9.630 | 10.608 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.190 | 24.068 |
Financial Services | 16.220 | 16.341 |
Industrials | 13.600 | 11.430 |
Consumer Cyclical | 11.340 | 10.767 |
Healthcare | 10.010 | 13.047 |
Communication Services | 7.080 | 7.999 |
Consumer Defensive | 6.380 | 7.558 |
Energy | 5.390 | 3.477 |
Basic Materials | 4.630 | 3.925 |
Real Estate | 2.720 | 2.713 |
Utilities | 2.450 | 2.535 |
Number of long holdings: 7,921
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.18 | 239.07 | +1.59% | |
NVIDIA | US67066G1040 | 2.93 | 112.69 | +1.92% | |
Microsoft | US5949181045 | 2.48 | 393.31 | -0.90% | |
Amazon.com | US0231351067 | 2.03 | 199.25 | -0.72% | |
Meta Platforms | US30303M1027 | 1.44 | 625.66 | -0.36% | |
Alphabet A | US02079K3059 | 0.94 | 173.86 | +0.88% | |
Alphabet C | US02079K1079 | 0.81 | 175.75 | +0.88% | |
Visa A | US92826C8394 | 0.67 | 345.32 | +0.34% | |
Berkshire Hathaway B | US0846707026 | 0.66 | 495.62 | -0.45% | |
JPMorgan | US46625H1005 | 0.65 | 242.28 | -1.73% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGD | 7.76B | 2.42 | 10.66 | 11.01 | ||
Global Sustainability Core EquityGA | 4.89B | 4.65 | 11.20 | 12.26 | ||
Global Sustainability Core EquityGD | 4.89B | 4.65 | 11.21 | 12.27 | ||
Dimensional World Allocation 60 40A | 3.63B | 2.68 | 6.17 | 6.68 | ||
Dimensional World Allocation 60 40D | 3.63B | 2.64 | 6.15 | 6.68 |
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