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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 99.780 | 99.780 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.260 | 0.260 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.594 | 18.194 |
Price to Book | 2.303 | 2.873 |
Price to Sales | 1.434 | 2.102 |
Price to Cash Flow | 9.688 | 11.901 |
Dividend Yield | 2.233 | 2.093 |
5 Years Earnings Growth | 10.760 | 11.247 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.780 | 22.664 |
Financial Services | 15.370 | 15.656 |
Industrials | 13.760 | 11.900 |
Consumer Cyclical | 10.920 | 10.442 |
Healthcare | 10.620 | 14.183 |
Communication Services | 6.380 | 7.451 |
Consumer Defensive | 6.330 | 8.105 |
Energy | 6.320 | 3.933 |
Basic Materials | 5.040 | 4.338 |
Real Estate | 3.040 | 2.775 |
Utilities | 2.440 | 2.664 |
Number of long holdings: 7,997
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.20 | 227.79 | +0.12% | |
NVIDIA | US67066G1040 | 3.05 | 121.40 | -2.13% | |
Microsoft | US5949181045 | 2.74 | 428.02 | -0.76% | |
Amazon.com | US0231351067 | 1.59 | 187.97 | -1.67% | |
Meta Platforms | US30303M1027 | 1.13 | 567.36 | -0.08% | |
Alphabet A | US02079K3059 | 0.83 | 163.95 | +0.75% | |
J&J | US4781601046 | 0.77 | 161.40 | +0.01% | |
Alphabet C | US02079K1079 | 0.74 | 165.29 | +0.89% | |
Berkshire Hathaway B | US0846707026 | 0.67 | 457.47 | +0.72% | |
Eli Lilly | US5324571083 | 0.66 | 877.79 | -3.47% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FunD | 7.28B | 14.38 | 8.33 | 10.47 | ||
Global Sustainability Core Equity A | 4.67B | 15.36 | 7.93 | 11.04 | ||
Global Sustainability Core Equity D | 4.67B | 15.36 | 7.93 | 11.04 | ||
Dimensional Pacific Basin Small CEA | 131.53M | 3.01 | 2.37 | 7.25 |
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