Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.86 | 0.91 | 0.05 |
Stocks | 99.13 | 99.13 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.32 | 19.63 |
Price to Book | 3.15 | 3.70 |
Price to Sales | 1.71 | 2.36 |
Price to Cash Flow | 11.31 | 13.57 |
Dividend Yield | 1.55 | 1.61 |
5 Years Earnings Growth | 11.87 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.16 | 26.58 |
Financial Services | 14.17 | 14.22 |
Industrials | 12.64 | 10.15 |
Consumer Cyclical | 11.54 | 10.29 |
Healthcare | 11.06 | 13.75 |
Communication Services | 7.35 | 8.16 |
Consumer Defensive | 5.87 | 6.51 |
Energy | 5.64 | 4.38 |
Basic Materials | 3.28 | 2.74 |
Utilities | 1.99 | 2.39 |
Real Estate | 0.29 | 2.38 |
Number of long holdings: 2,632
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.99 | 412.32 | +0.43% | |
Apple | US0378331005 | 4.52 | 184.57 | +1.00% | |
NVIDIA | US67066G1040 | 3.19 | 887.47 | -1.84% | |
Amazon.com | US0231351067 | 2.46 | 189.50 | +0.80% | |
Meta Platforms | US30303M1027 | 1.86 | 475.42 | +0.60% | |
Broadcom | US11135F1012 | 1.26 | 1,305.67 | -1.49% | |
JPMorgan | US46625H1005 | 1.22 | 197.53 | +0.96% | |
Alphabet A | US02079K3059 | 1.20 | 169.96 | +0.34% | |
Eli Lilly | US5324571083 | 1.17 | 772.02 | -0.38% | |
Berkshire Hathaway B | US0846707026 | 1.16 | 408.63 | +0.56% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 2 I | 32.77B | 10.00 | 10.16 | 11.16 | ||
DFA International Core Equity I | 31.96B | 4.67 | 4.53 | 4.98 | ||
DFA Emerging Markets Core Equity I | 27.54B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 24.16B | 11.19 | 9.24 | 9.31 | ||
DFA US Small Cap Value I | 15.51B | 4.98 | 10.01 | 8.39 |
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