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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.81 | 0.93 | 0.12 |
Stocks | 99.18 | 99.18 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.65 | 19.60 |
Price to Book | 2.97 | 3.69 |
Price to Sales | 1.60 | 2.35 |
Price to Cash Flow | 10.94 | 13.54 |
Dividend Yield | 1.58 | 1.61 |
5 Years Earnings Growth | 11.83 | 11.63 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.28 | 26.59 |
Financial Services | 15.13 | 14.21 |
Industrials | 14.35 | 10.15 |
Consumer Cyclical | 11.03 | 10.30 |
Healthcare | 10.94 | 13.75 |
Communication Services | 6.13 | 8.16 |
Consumer Defensive | 6.00 | 6.51 |
Energy | 5.66 | 4.38 |
Basic Materials | 3.50 | 2.74 |
Utilities | 1.64 | 2.39 |
Real Estate | 0.35 | 2.38 |
Number of long holdings: 2,713
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.94 | 397.84 | +0.73% | |
Apple | US0378331005 | 4.52 | 173.18 | +2.29% | |
NVIDIA | US67066G1040 | 2.53 | 858.11 | +3.34% | |
Amazon.com | US0231351067 | 1.81 | 184.72 | +3.20% | |
Meta Platforms | US30303M1027 | 1.36 | 441.84 | +0.60% | |
Broadcom | US11135F1012 | 1.15 | 1,238.57 | -0.35% | |
Eli Lilly | US5324571083 | 1.07 | 755.91 | -2.68% | |
JPMorgan | US46625H1005 | 1.02 | 191.66 | -0.10% | |
Berkshire Hathaway B | US0846707026 | 1.01 | 400.60 | +0.51% | |
Alphabet A | US02079K3059 | 1.00 | 166.62 | +1.68% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 32.46B | 10.49 | 10.50 | 11.80 | ||
DFA International Core Equity I | 31.02B | 4.67 | 4.53 | 4.98 | ||
DFA Emerging Markets Core Equity I | 26.91B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 23.74B | 11.19 | 9.24 | 9.31 | ||
DFA US Small Cap Value I | 14.97B | 4.98 | 10.01 | 8.39 |
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