Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 99.960 | 99.960 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.723 | 17.444 |
Price to Book | 2.444 | 2.897 |
Price to Sales | 1.536 | 1.964 |
Price to Cash Flow | 10.519 | 11.012 |
Dividend Yield | 2.061 | 2.233 |
5 Years Earnings Growth | 10.278 | 11.336 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.360 | 20.014 |
Financial Services | 15.840 | 16.014 |
Industrials | 13.780 | 10.864 |
Consumer Cyclical | 11.160 | 11.453 |
Healthcare | 9.510 | 13.115 |
Communication Services | 6.540 | 7.643 |
Consumer Defensive | 6.190 | 9.851 |
Energy | 5.880 | 5.740 |
Basic Materials | 4.230 | 5.702 |
Utilities | 2.790 | 2.339 |
Real Estate | 2.710 | 2.127 |
Number of long holdings: 6,321
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.91 | 222.64 | -3.19% | |
NVIDIA | US67066G1040 | 3.81 | 140.83 | +2.27% | |
Microsoft | US5949181045 | 2.91 | 428.50 | -0.12% | |
Amazon.com | US0231351067 | 1.79 | 230.71 | +2.11% | |
Meta Platforms | US30303M1027 | 1.30 | 616.46 | +0.60% | |
Alphabet A | US02079K3059 | 0.81 | 198.05 | +1.05% | |
Alphabet C | US02079K1079 | 0.73 | 199.63 | +1.05% | |
JPMorgan | US46625H1005 | 0.72 | 263.03 | +1.49% | |
Eli Lilly | US5324571083 | 0.67 | 742.35 | +2.29% | |
Berkshire Hathaway B | US0846707026 | 0.64 | 468.57 | +0.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Australian Core Equity | 5.57B | 10.06 | 6.51 | 8.93 | ||
Dimensional World Allocation 70 30 | 1.6B | 12.23 | 4.33 | 7.24 | ||
Dimensional World Equity Trust | 1.34B | 16.86 | 7.30 | 9.53 | ||
Dimensional Australian Value Trust | 1.1B | 8.75 | 9.28 | 9.63 | ||
Dimensional World Allocation 50 50 | 1.06B | 9.85 | 3.19 | 5.84 |
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