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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.65 | 0.73 | 0.08 |
Stocks | 99.34 | 99.34 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.96 | 19.63 |
Price to Book | 3.26 | 3.70 |
Price to Sales | 1.79 | 2.36 |
Price to Cash Flow | 12.00 | 13.57 |
Dividend Yield | 1.49 | 1.61 |
5 Years Earnings Growth | 11.62 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.00 | 26.58 |
Financial Services | 14.28 | 14.22 |
Industrials | 12.79 | 10.15 |
Consumer Cyclical | 11.30 | 10.29 |
Healthcare | 10.67 | 13.75 |
Communication Services | 7.30 | 8.16 |
Energy | 6.07 | 4.38 |
Consumer Defensive | 5.86 | 6.51 |
Basic Materials | 3.37 | 2.74 |
Utilities | 2.07 | 2.39 |
Real Estate | 0.28 | 2.38 |
Number of long holdings: 2,629
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 4.94 | - | - | |
Apple Inc | - | 4.36 | - | - | |
NVIDIA Corp | - | 3.63 | - | - | |
Amazon.com Inc | - | 2.42 | - | - | |
Meta Platforms Inc Class A | - | 1.79 | - | - | |
JPMorgan Chase & Co | - | 1.27 | - | - | |
Alphabet Inc Class A | - | 1.27 | - | - | |
Exxon Mobil Corp | - | 1.20 | - | - | |
Eli Lilly and Co | - | 1.17 | - | - | |
Broadcom Inc | - | 1.16 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
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 | ||
DFA US Small Cap Value I | 15.74B | -1.16 | 7.02 | 7.94 |
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