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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.08 | 1.08 | 0.00 |
Stocks | 98.89 | 98.89 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.35 | 13.81 |
Price to Book | 1.39 | 1.77 |
Price to Sales | 0.87 | 1.30 |
Price to Cash Flow | 6.34 | 8.09 |
Dividend Yield | 3.66 | 3.18 |
5 Years Earnings Growth | 8.93 | 9.96 |
Name | Net % | Category Average |
---|---|---|
Industrials | 18.88 | 16.22 |
Financial Services | 17.91 | 18.31 |
Consumer Cyclical | 13.13 | 10.83 |
Basic Materials | 10.23 | 7.04 |
Technology | 8.19 | 12.87 |
Energy | 8.04 | 5.24 |
Healthcare | 7.64 | 11.17 |
Consumer Defensive | 6.62 | 9.37 |
Communication Services | 4.79 | 5.34 |
Utilities | 2.43 | 2.87 |
Real Estate | 2.15 | 2.26 |
Number of long holdings: 5,212
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell PLC ADR (Representing - Ordinary Shares) | - | 0.96 | - | - | |
Future on E-mini S&P 500 Futures | - | 0.90 | - | - | |
TotalEnergies SE | FR0000120271 | 0.87 | 64.45 | +0.55% | |
Toyota Motor | JP3633400001 | 0.84 | 3,209.0 | -1.38% | |
Nestle | CH0038863350 | 0.78 | 94.70 | 0.00% | |
Novo Nordisk B | DK0062498333 | 0.71 | 983.6 | +0.16% | |
Louis Vuitton | FR0000121014 | 0.69 | 734.30 | -0.31% | |
ASML Holding NV ADR | - | 0.54 | - | - | |
Roche Holding Participation | CH0012032048 | 0.52 | 241.60 | +0.00% | |
BHP Group Ltd | AU000000BHP4 | 0.51 | 43.500 | -0.55% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.21B | 10.57 | 8.52 | 11.62 | ||
DFA US Core Equity 2 I | 33.02B | 10.04 | 8.17 | 11.02 | ||
DFA Emerging Markets Core Equity I | 27.73B | 5.60 | -0.83 | 4.09 | ||
DFA US Large Cap Value I | 23.94B | 9.27 | 6.09 | 8.82 | ||
DFA US Small Cap Value I | 15.28B | 4.20 | 7.29 | 8.43 |
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