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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.30 | 0.30 | 0.00 |
Stocks | 99.68 | 99.68 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.23 | 19.63 |
Price to Book | 3.13 | 3.70 |
Price to Sales | 1.98 | 2.36 |
Price to Cash Flow | 13.42 | 13.57 |
Dividend Yield | 1.38 | 1.61 |
5 Years Earnings Growth | 13.90 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.62 | 26.58 |
Financial Services | 16.92 | 14.22 |
Industrials | 14.58 | 10.15 |
Consumer Cyclical | 13.19 | 10.29 |
Healthcare | 11.74 | 13.75 |
Communication Services | 7.65 | 8.16 |
Consumer Defensive | 5.99 | 6.51 |
Basic Materials | 3.60 | 2.74 |
Energy | 2.77 | 4.38 |
Utilities | 1.58 | 2.39 |
Real Estate | 0.35 | 2.38 |
Number of long holdings: 2,465
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple Inc | - | 4.36 | - | - | |
Microsoft Corp | - | 3.32 | - | - | |
Amazon.com Inc | - | 2.08 | - | - | |
JPMorgan Chase & Co | - | 1.10 | - | - | |
Johnson & Johnson | - | 1.02 | - | - | |
Facebook Inc A | - | 0.99 | - | - | |
Intel Corp | - | 0.81 | - | - | |
Alphabet Inc Class C | - | 0.78 | - | - | |
Berkshire Hathaway Inc Class B | - | 0.76 | - | - | |
Alphabet Inc A | - | 0.75 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 33.78B | 5.45 | 7.20 | 11.31 | ||
DFA US Core Equity 2 I | 32.94B | 4.88 | 6.91 | 10.68 | ||
DFA International Core Equity I | 32.17B | 1.85 | 2.49 | 4.57 | ||
DFA Emerging Markets Core Equity I | 27.52B | 3.46 | -0.76 | 4.22 | ||
DFA US Large Cap Value I | 24.41B | 6.25 | 6.26 | 8.75 |
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