
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.470 | 0.470 | 0.000 |
Stocks | 99.520 | 99.520 | 0.000 |
Other | 0.010 | 0.110 | 0.100 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.973 | 21.646 |
Price to Book | 3.274 | 4.393 |
Price to Sales | 1.937 | 2.817 |
Price to Cash Flow | 12.417 | 14.533 |
Dividend Yield | 1.550 | 1.474 |
5 Years Earnings Growth | 10.003 | 11.211 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.020 | 26.046 |
Financial Services | 14.850 | 16.691 |
Industrials | 11.860 | 8.879 |
Consumer Cyclical | 10.820 | 10.875 |
Healthcare | 10.710 | 13.420 |
Communication Services | 8.170 | 9.065 |
Consumer Defensive | 5.790 | 6.676 |
Energy | 5.160 | 3.692 |
Basic Materials | 2.940 | 2.527 |
Real Estate | 2.510 | 2.113 |
Utilities | 2.160 | 3.399 |
Number of long holdings: 2,594
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.85 | 238.90 | +0.37% | |
NVIDIA | US67066G1040 | 4.65 | 113.17 | -0.78% | |
Microsoft | US5949181045 | 4.10 | 385.21 | -0.85% | |
Meta Platforms | US30303M1027 | 2.40 | 625.21 | -4.55% | |
Amazon.com | US0231351067 | 2.16 | 200.19 | -2.36% | |
JPMorgan | US46625H1005 | 1.16 | 247.51 | -5.03% | |
Alphabet A | US02079K3059 | 1.12 | 168.56 | +0.93% | |
Berkshire Hathaway B | US0846707026 | 0.97 | 497.45 | -2.48% | |
Eli Lilly | US5324571083 | 0.95 | 906.31 | -2.52% | |
Alphabet C | US02079K1079 | 0.93 | 170.16 | +0.89% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Core Equity Class | 3.48B | 4.08 | 7.32 | 6.57 | ||
DFA International Vector Equity Cl | 1.22B | 2.66 | 8.03 | 7.09 | ||
DFA International Vector Equity Cla | 1.22B | 3.77 | 7.96 | 6.70 | ||
DFA Global Real Estate Securities A | 741.41M | 2.34 | 0.32 | 2.96 | ||
DFA Global Real Estate Securities F | 741.41M | 2.44 | 1.45 | 4.13 |
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