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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.74 | 0.87 | 0.13 |
Stocks | 99.26 | 99.26 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.01 | 15.35 |
Price to Book | 2.00 | 2.42 |
Price to Sales | 1.31 | 1.63 |
Price to Cash Flow | 8.57 | 10.17 |
Dividend Yield | 2.36 | 2.60 |
5 Years Earnings Growth | 8.68 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.97 | 20.55 |
Energy | 14.15 | 8.46 |
Healthcare | 13.85 | 15.26 |
Industrials | 12.71 | 11.94 |
Technology | 10.74 | 12.47 |
Basic Materials | 7.89 | 3.93 |
Communication Services | 6.60 | 5.48 |
Consumer Cyclical | 6.05 | 6.48 |
Consumer Defensive | 4.07 | 8.43 |
Utilities | 0.51 | 5.00 |
Real Estate | 0.46 | 3.60 |
Number of long holdings: 334
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co | - | 5.02 | - | - | |
Exxon Mobil Corp | - | 4.28 | - | - | |
Berkshire Hathaway Inc Class B | - | 2.54 | - | - | |
Chevron Corp | - | 2.47 | - | - | |
Comcast Corp Class A | - | 1.80 | - | - | |
ConocoPhillips | - | 1.61 | - | - | |
Verizon Communications Inc | - | 1.47 | - | - | |
Pfizer | US7170811035 | 1.28 | 28.64 | -0.95% | |
Elevance Health Inc | - | 1.19 | - | - | |
Bank of America | US0605051046 | 1.16 | 39.31 | +0.23% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 32.57B | 5.45 | 7.20 | 11.31 | ||
DFA US Core Equity 2 I | 31.82B | 4.88 | 6.91 | 10.68 | ||
DFA International Core Equity I | 31.11B | 1.85 | 2.49 | 4.57 | ||
DFA Emerging Markets Core Equity I | 26.96B | 3.46 | -0.76 | 4.22 | ||
DFA US Large Cap Value I | 23.84B | 6.25 | 6.26 | 8.75 |
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