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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.29 | 1.29 | 0.00 |
Stocks | 98.71 | 98.71 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 9.63 | 11.38 |
Price to Book | 0.96 | 1.38 |
Price to Sales | 0.75 | 0.96 |
Price to Cash Flow | 4.82 | 6.24 |
Dividend Yield | 5.04 | 4.07 |
5 Years Earnings Growth | 10.67 | 10.04 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 35.44 | 21.87 |
Energy | 13.66 | 6.65 |
Basic Materials | 11.14 | 7.27 |
Consumer Cyclical | 10.82 | 10.98 |
Industrials | 10.44 | 14.66 |
Healthcare | 5.69 | 10.58 |
Consumer Defensive | 4.55 | 9.51 |
Communication Services | 3.25 | 6.19 |
Real Estate | 1.89 | 1.92 |
Technology | 1.80 | 8.47 |
Utilities | 1.30 | 3.51 |
Number of long holdings: 505
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell ADR | US7802593050 | 4.22 | 67.40 | +0.75% | |
TotalEnergies SE | FR0000120271 | 2.91 | 57.76 | +0.50% | |
Zurich Insurance Group | CH0011075394 | 1.63 | 591.40 | +0.44% | |
Santander | ES0113900J37 | 1.29 | 6.2320 | +3.14% | |
Saint Gobain | FR0000125007 | 1.29 | 96.16 | +2.76% | |
UBS Group | CH0244767585 | 1.28 | 30.72 | +2.16% | |
Toronto Dominion Bank | CA8911605092 | 1.24 | 85.67 | +0.47% | |
Canadian Imperial Bank | CA1360691010 | 1.16 | 86.78 | +0.65% | |
Novartis | CH0012005267 | 1.14 | 97.03 | -3.66% | |
Future on E-mini S&P 500 Futures | - | 1.11 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 35.54B | 3.10 | 11.29 | 12.66 | ||
DFA US Core Equity 2 I | 33.49B | 3.01 | 10.98 | 12.12 | ||
DFA International Core Equity I | 31.89B | 3.63 | 4.11 | 6.20 | ||
DFA Emerging Markets Core Equity I | 27.58B | 0.43 | 1.47 | 4.80 | ||
DFA US Large Cap Value I | 24.5B | 4.59 | 8.00 | 9.64 |
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