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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1013 | 965 | 1152 | 1362 | 2123 | 2900 |
Fund Return | 1.32% | -3.48% | 15.22% | 10.85% | 16.25% | 11.23% |
Place in category | 816 | 1229 | 867 | 751 | 427 | 547 |
% in Category | 59 | 85 | 62 | 59 | 39 | 63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.24B | 1.39 | 11.27 | 11.79 | ||
DFA International Core Equity I | 32.4B | 6.16 | 5.65 | 5.79 | ||
DFA Emerging Markets Core Equity I | 27.94B | -0.04 | 2.01 | 4.45 | ||
DFA US Large Cap Value I | 24.1B | 4.87 | 8.28 | 8.92 | ||
DFA US Small Cap I | 15.58B | -1.96 | 5.79 | 8.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Fidelity 500 Index Institutional Pr | 632.47B | 1.44 | 12.54 | 12.97 | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 407.95B | 1.12 | 11.49 | 12.30 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.14 | 119.97 | -1.19% | |
Apple | US0378331005 | 5.11 | 223.35 | +1.18% | |
Microsoft | US5949181045 | 4.30 | 395.11 | +0.52% | |
Meta Platforms | US30303M1027 | 2.59 | 629.10 | +1.66% | |
Amazon.com | US0231351067 | 2.25 | 205.11 | +0.91% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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