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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1181 | 1023 | 1362 | 1278 | 1965 | 2947 |
Fund Return | 18.07% | 2.33% | 36.2% | 8.52% | 14.47% | 11.41% |
Place in category | 839 | 1077 | 727 | 492 | 502 | 508 |
% in Category | 57 | 74 | 50 | 35 | 45 | 59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 36.58B | 18.75 | 8.68 | 11.96 | ||
DFA International Core Equity I | 30.6B | 6.51 | 2.60 | 5.71 | ||
DFA Emerging Markets Core Equity I | 27.9B | 10.46 | 2.29 | 4.58 | ||
DFA US Large Cap Value I | 26.04B | 14.64 | 7.57 | 8.98 | ||
DFA US Small Cap Value I | 17.49B | 7.80 | 8.46 | 8.65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.12 | 145.89 | -0.76% | |
Apple | US0378331005 | 5.10 | 229.00 | +0.32% | |
Microsoft | US5949181045 | 4.62 | 415.49 | -0.55% | |
Meta Platforms | US30303M1027 | 2.08 | 565.52 | +0.79% | |
Amazon.com | US0231351067 | 1.77 | 202.88 | -0.85% |
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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