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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1100 | 1040 | 1284 | 1266 | 2024 | 2845 |
Fund Return | 10.04% | 4.04% | 28.44% | 8.17% | 15.14% | 11.02% |
Place in category | 880 | 414 | 470 | 652 | 453 | 519 |
% in Category | 57 | 25 | 31 | 49 | 41 | 61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 32.57B | 10.57 | 8.52 | 11.62 | ||
DFA International Core Equity I | 31.11B | 7.22 | 2.98 | 5.00 | ||
DFA Emerging Markets Core Equity I | 26.96B | 5.60 | -0.83 | 4.09 | ||
DFA US Large Cap Value I | 23.84B | 9.27 | 6.09 | 8.82 | ||
DFA US Small Cap Value I | 14.95B | 4.20 | 7.29 | 8.43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 540.14B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 4.90 | - | - | |
Apple Inc | - | 4.26 | - | - | |
NVIDIA Corp | - | 3.31 | - | - | |
Amazon.com Inc | - | 1.79 | - | - | |
Meta Platforms Inc Class A | - | 1.33 | - | - |
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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