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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1053 | 1240 | 1378 | 1970 | 3293 |
Fund Return | 3.1% | 5.35% | 24.01% | 11.29% | 14.52% | 12.66% |
Place in category | 741 | 966 | 778 | 557 | 487 | 403 |
% in Category | 53 | 67 | 55 | 44 | 43 | 49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 2 I | 33.98B | 3.01 | 10.98 | 12.12 | ||
DFA International Core Equity I | 31.17B | 3.63 | 4.11 | 6.20 | ||
DFA Emerging Markets Core Equity I | 27.26B | 0.43 | 1.47 | 4.80 | ||
DFA US Large Cap Value I | 24.61B | 4.59 | 8.00 | 9.64 | ||
DFA US Small Cap I | 16.7B | 3.35 | 8.12 | 9.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.51 | 129.84 | +0.90% | |
Apple | US0378331005 | 4.95 | 227.63 | -2.40% | |
Microsoft | US5949181045 | 4.15 | 409.75 | -1.46% | |
Amazon.com | US0231351067 | 2.51 | 229.15 | -4.05% | |
Meta Platforms | US30303M1027 | 1.87 | 714.52 | +0.36% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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