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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.77 | 0.77 | 0.00 |
Stocks | 99.23 | 99.23 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.95 | 19.91 |
Price to Book | 3.24 | 3.85 |
Price to Sales | 1.85 | 2.52 |
Price to Cash Flow | 12.45 | 14.05 |
Dividend Yield | 1.48 | 1.57 |
5 Years Earnings Growth | 10.90 | 11.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.69 | 27.68 |
Financial Services | 15.62 | 14.15 |
Industrials | 13.27 | 9.82 |
Healthcare | 10.29 | 13.32 |
Consumer Cyclical | 10.24 | 10.12 |
Communication Services | 6.96 | 8.18 |
Consumer Defensive | 6.05 | 6.36 |
Energy | 5.13 | 4.04 |
Basic Materials | 3.25 | 2.60 |
Utilities | 2.13 | 2.72 |
Real Estate | 0.38 | 2.41 |
Number of long holdings: 2,350
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.12 | 141.63 | -3.44% | |
Apple | US0378331005 | 5.10 | 229.54 | +0.45% | |
Microsoft | US5949181045 | 4.62 | 415.42 | +0.62% | |
Meta Platforms | US30303M1027 | 2.08 | 558.58 | -0.80% | |
Amazon.com | US0231351067 | 1.77 | 197.23 | -0.58% | |
Alphabet A | US02079K3059 | 1.13 | 164.86 | -1.66% | |
JPMorgan | US46625H1005 | 1.11 | 248.57 | +1.55% | |
Eli Lilly | US5324571083 | 1.11 | 748.90 | -0.14% | |
Berkshire Hathaway B | US0846707026 | 1.08 | 475.61 | +0.75% | |
Exxon Mobil | US30231G1022 | 1.06 | 122.06 | +0.10% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 36.61B | 18.75 | 8.68 | 11.96 | ||
DFA International Core Equity I | 30.46B | 6.51 | 2.60 | 5.71 | ||
DFA Emerging Markets Core Equity I | 27.84B | 10.46 | 2.29 | 4.58 | ||
DFA US Large Cap Value I | 26.08B | 14.64 | 7.57 | 8.98 | ||
DFA US Small Cap Value I | 17.51B | 7.80 | 8.46 | 8.65 |
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