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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.12 | 100.12 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.28 | 19.73 |
Price to Book | 3.07 | 3.71 |
Price to Sales | 1.68 | 2.37 |
Price to Cash Flow | 11.60 | 13.65 |
Dividend Yield | 1.53 | 1.60 |
5 Years Earnings Growth | 11.76 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.09 | 26.55 |
Financial Services | 15.25 | 14.25 |
Industrials | 13.99 | 10.16 |
Healthcare | 10.92 | 13.72 |
Consumer Cyclical | 10.80 | 10.26 |
Communication Services | 6.24 | 8.18 |
Energy | 6.14 | 4.41 |
Consumer Defensive | 6.01 | 6.51 |
Basic Materials | 3.51 | 2.74 |
Utilities | 1.71 | 2.40 |
Real Estate | 0.34 | 2.38 |
Number of long holdings: 2,685
Number of short holdings: 1
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 | - | - | |
Alphabet Inc Class A | - | 1.21 | - | - | |
Broadcom Inc | - | 1.15 | - | - | |
JPMorgan Chase & Co | - | 1.09 | - | - | |
Eli Lilly and Co | - | 1.08 | - | - | |
Berkshire Hathaway Inc Class B | - | 1.02 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 33.84B | 5.45 | 7.20 | 11.31 | ||
DFA International Core Equity I | 32.22B | 1.85 | 2.49 | 4.57 | ||
DFA Emerging Markets Core Equity I | 27.67B | 3.46 | -0.76 | 4.22 | ||
DFA US Large Cap Value I | 24.47B | 6.25 | 6.26 | 8.75 | ||
DFA US Small Cap Value I | 15.67B | -1.16 | 7.02 | 7.94 |
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