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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.30 | 0.30 | 0.00 |
Stocks | 99.70 | 99.70 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.03 | 19.75 |
Price to Book | 3.89 | 3.71 |
Price to Sales | 2.78 | 2.37 |
Price to Cash Flow | 16.18 | 13.66 |
Dividend Yield | 1.36 | 1.60 |
5 Years Earnings Growth | 13.47 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.51 | 26.53 |
Financial Services | 14.83 | 14.26 |
Healthcare | 13.14 | 13.70 |
Consumer Cyclical | 12.80 | 10.26 |
Communication Services | 10.92 | 8.18 |
Industrials | 9.92 | 10.16 |
Consumer Defensive | 6.28 | 6.51 |
Basic Materials | 2.55 | 2.74 |
Utilities | 2.55 | 2.41 |
Energy | 2.30 | 4.44 |
Real Estate | 0.21 | 2.37 |
Number of long holdings: 1,934
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple Inc | - | 5.87 | - | - | |
Microsoft Corp | - | 4.65 | - | - | |
Amazon.com Inc | - | 3.91 | - | - | |
Facebook Inc A | - | 2.00 | - | - | |
Alphabet Inc Class C | - | 1.85 | - | - | |
Alphabet Inc A | - | 1.81 | - | - | |
Berkshire Hathaway Inc Class B | - | 1.37 | - | - | |
Tesla Inc | - | 1.30 | - | - | |
JPMorgan Chase & Co | - | 1.20 | - | - | |
Johnson & Johnson | - | 1.10 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.27B | 5.45 | 7.20 | 11.31 | ||
DFA US Core Equity 2 I | 33.25B | 4.88 | 6.91 | 10.68 | ||
DFA International Core Equity I | 32.71B | 1.85 | 2.49 | 4.57 | ||
DFA Emerging Markets Core Equity I | 28.43B | 3.46 | -0.76 | 4.22 | ||
DFA US Large Cap Value I | 24.55B | 6.25 | 6.26 | 8.75 |
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