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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.41 | 1.41 | 0.00 |
Stocks | 98.56 | 98.56 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 10.90 | 10.38 |
Price to Book | 1.26 | 1.12 |
Price to Sales | 0.75 | 0.69 |
Price to Cash Flow | 5.59 | 5.19 |
Dividend Yield | 4.01 | 4.51 |
5 Years Earnings Growth | 11.78 | 11.80 |
Name | Net % | Category Average |
---|---|---|
Industrials | 19.47 | 24.73 |
Financial Services | 18.10 | 15.08 |
Consumer Cyclical | 13.36 | 13.71 |
Basic Materials | 11.22 | 12.03 |
Energy | 8.12 | 7.03 |
Technology | 7.06 | 7.45 |
Consumer Defensive | 6.90 | 6.79 |
Healthcare | 6.60 | 5.89 |
Communication Services | 4.99 | 4.51 |
Utilities | 2.25 | 2.37 |
Real Estate | 1.91 | 4.04 |
Number of long holdings: 4,461
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TotalEnergies SE | FR0000120271 | 1.20 | 52.01 | +0.31% | |
Future on E-mini S&P 500 Futures | - | 0.82 | - | - | |
Shell ADR | US7802593050 | 0.73 | 61.44 | +0.46% | |
Deutsche Telekom AG | DE0005557508 | 0.60 | 28.830 | -0.31% | |
Novartis ADR | US66987V1098 | 0.57 | 98.35 | -0.10% | |
Louis Vuitton | FR0000121014 | 0.55 | 630.80 | +0.25% | |
Novo Nordisk B | DK0062498333 | 0.54 | 622.6 | +5.67% | |
BHP Group Ltd | AU000000BHP4 | 0.48 | 39.730 | -0.43% | |
BASF | DE000BASF111 | 0.45 | 42.340 | -0.47% | |
Nestle | CH0038863350 | 0.44 | 74.08 | +0.14% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 36.04B | 26.76 | 11.56 | 12.46 | ||
DFA US Core Equity 2 I | 34.09B | 26.24 | 11.49 | 11.96 | ||
DFA International Core Equity I | 29.94B | 7.04 | 4.48 | 5.79 | ||
DFA Emerging Markets Core Equity I | 27.12B | 8.69 | 2.86 | 4.52 | ||
DFA US Large Cap Value I | 23.81B | 21.86 | 10.75 | 9.52 |
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