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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.37 | 1.37 | 0.00 |
Stocks | 98.63 | 98.63 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.77 | 14.52 |
Price to Book | 2.23 | 2.02 |
Price to Sales | 1.33 | 1.19 |
Price to Cash Flow | 9.70 | 9.01 |
Dividend Yield | 1.68 | 2.17 |
5 Years Earnings Growth | 10.78 | 10.64 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.56 | 17.79 |
Technology | 19.92 | 10.62 |
Industrials | 13.15 | 17.10 |
Consumer Cyclical | 12.13 | 11.80 |
Healthcare | 8.09 | 9.79 |
Energy | 7.99 | 6.01 |
Communication Services | 6.80 | 3.02 |
Basic Materials | 4.97 | 5.00 |
Consumer Defensive | 4.94 | 6.43 |
Utilities | 0.96 | 6.85 |
Real Estate | 0.50 | 8.09 |
Number of long holdings: 2,221
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.02 | 225.12 | +0.40% | |
NVIDIA | US67066G1040 | 3.54 | 146.27 | -1.36% | |
Microsoft | US5949181045 | 3.46 | 425.20 | +0.51% | |
Meta Platforms | US30303M1027 | 1.99 | 580.00 | -0.82% | |
Amazon.com | US0231351067 | 1.52 | 214.10 | +2.48% | |
Exxon Mobil | US30231G1022 | 1.28 | 121.47 | +0.93% | |
Future on E-mini S&P 500 Futures | - | 1.11 | - | - | |
Berkshire Hathaway B | US0846707026 | 1.01 | 468.10 | +0.39% | |
Alphabet A | US02079K3059 | 0.86 | 178.88 | -1.51% | |
Alphabet C | US02079K1079 | 0.84 | 180.49 | -1.54% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 37.29B | 18.75 | 8.68 | 11.96 | ||
DFA US Core Equity 2 I | 35.7B | 18.07 | 8.52 | 11.41 | ||
DFA International Core Equity I | 31.09B | 6.51 | 2.60 | 5.71 | ||
DFA Emerging Markets Core Equity I | 28.45B | 10.46 | 2.29 | 4.58 | ||
DFA US Large Cap Value I | 25.8B | 14.64 | 7.57 | 8.98 |
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