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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 958 | 958 | 1047 | 1259 | 2404 | 2754 |
Fund Return | -4.23% | -4.23% | 4.7% | 7.97% | 19.18% | 10.66% |
Place in category | 590 | 590 | 939 | 688 | 113 | 568 |
% in Category | 45 | 45 | 69 | 55 | 11 | 64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 31.46B | -4.16 | 8.28 | 11.24 | ||
DFA International Core Equity I | 30.67B | 7.11 | 6.01 | 6.08 | ||
DFA Emerging Markets Core Equity I | 25.73B | 1.09 | 2.85 | 4.75 | ||
DFA US Large Cap Value I | 22.02B | 2.29 | 6.72 | 8.86 | ||
DFA US Small Cap I | 14.02B | -7.81 | 3.60 | 7.48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | -4.82 | 8.12 | - | ||
Fidelity 500 Index Institutional Pr | 597.55B | -4.28 | 9.05 | 12.49 | ||
Vanguard 500 Index Admiral | 568.34B | -4.28 | 9.02 | 12.46 | ||
Vanguard Total Stock Market Admiral | 407.95B | -4.83 | 8.10 | 11.74 | ||
Vanguard 500 Index Institutional Se | 207.17B | -4.28 | 9.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.34 | 202.63 | +2.26% | |
NVIDIA | US67066G1040 | 5.14 | 110.79 | -0.13% | |
Microsoft | US5949181045 | 4.28 | 385.63 | -0.73% | |
Meta Platforms | US30303M1027 | 2.45 | 531.39 | -2.24% | |
Amazon.com | US0231351067 | 2.04 | 180.34 | -2.45% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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