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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.30 | 0.30 | 0.00 |
Stocks | 99.70 | 99.70 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.03 | 19.69 |
Price to Book | 3.89 | 3.70 |
Price to Sales | 2.78 | 2.36 |
Price to Cash Flow | 16.18 | 13.53 |
Dividend Yield | 1.36 | 1.61 |
5 Years Earnings Growth | 13.47 | 11.59 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.51 | 26.58 |
Financial Services | 14.83 | 14.24 |
Healthcare | 13.14 | 13.62 |
Consumer Cyclical | 12.80 | 10.16 |
Communication Services | 10.92 | 8.26 |
Industrials | 9.92 | 10.15 |
Consumer Defensive | 6.28 | 6.50 |
Basic Materials | 2.55 | 2.72 |
Utilities | 2.55 | 2.52 |
Energy | 2.30 | 4.48 |
Real Estate | 0.21 | 2.32 |
Number of long holdings: 1,934
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple Inc | - | 5.87 | - | - | |
Microsoft Corp | - | 4.65 | - | - | |
Amazon.com Inc | - | 3.91 | - | - | |
Facebook Inc A | - | 2.00 | - | - | |
Alphabet Inc Class C | - | 1.85 | - | - | |
Alphabet Inc A | - | 1.81 | - | - | |
Berkshire Hathaway Inc Class B | - | 1.37 | - | - | |
Tesla Inc | - | 1.30 | - | - | |
JPMorgan Chase & Co | - | 1.20 | - | - | |
Johnson & Johnson | - | 1.10 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.39B | 10.57 | 8.52 | 11.62 | ||
DFA US Core Equity 2 I | 33.24B | 10.04 | 8.17 | 11.02 | ||
DFA International Core Equity I | 31.24B | 7.22 | 2.98 | 5.00 | ||
DFA Emerging Markets Core Equity I | 27.77B | 5.60 | -0.83 | 4.09 | ||
DFA US Large Cap Value I | 23.84B | 9.27 | 6.09 | 8.82 |
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