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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1049 | 1232 | 1367 | 1962 | 3139 |
Fund Return | 3.01% | 4.92% | 23.24% | 10.98% | 14.44% | 12.12% |
Place in category | 818 | 1075 | 838 | 641 | 517 | 536 |
% in Category | 60 | 74 | 60 | 50 | 46 | 62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 36.73B | 3.10 | 11.29 | 12.66 | ||
DFA International Core Equity I | 31.77B | 3.63 | 4.11 | 6.20 | ||
DFA Emerging Markets Core Equity I | 27.87B | 0.43 | 1.47 | 4.80 | ||
DFA US Large Cap Value I | 25B | 4.59 | 8.00 | 9.64 | ||
DFA US Small Cap I | 16.75B | 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 | 5.79 | 140.11 | +0.63% | |
Apple | US0378331005 | 5.46 | 245.83 | +0.39% | |
Microsoft | US5949181045 | 4.46 | 416.13 | +0.33% | |
Meta Platforms | US30303M1027 | 2.22 | 694.84 | -1.27% | |
Amazon.com | US0231351067 | 2.11 | 222.88 | -1.65% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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