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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.99 | 0.99 | 0.00 |
Stocks | 99.01 | 99.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.28 | 27.83 |
Price to Book | 12.11 | 6.60 |
Price to Sales | 3.41 | 4.16 |
Price to Cash Flow | 18.44 | 18.28 |
Dividend Yield | 1.38 | 0.72 |
5 Years Earnings Growth | 13.99 | 14.84 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.07 | 38.58 |
Industrials | 15.20 | 7.25 |
Consumer Cyclical | 13.35 | 14.12 |
Healthcare | 11.64 | 12.78 |
Consumer Defensive | 9.94 | 3.79 |
Financial Services | 9.77 | 9.27 |
Communication Services | 4.05 | 11.24 |
Energy | 1.45 | 1.88 |
Basic Materials | 0.51 | 1.90 |
Real Estate | 0.02 | 1.67 |
Utilities | 0.02 | 1.00 |
Number of long holdings: 128
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA Corp | - | 5.37 | - | - | |
Microsoft Corp | - | 5.12 | - | - | |
Broadcom Inc | - | 4.63 | - | - | |
Amazon.com Inc | - | 4.45 | - | - | |
Apple Inc | - | 4.39 | - | - | |
Eli Lilly and Co | - | 4.37 | - | - | |
Mastercard Inc Class A | - | 4.25 | - | - | |
The Home Depot Inc | - | 3.97 | - | - | |
Meta Platforms Inc Class A | - | 3.94 | - | - | |
Visa Inc Class A | - | 3.33 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.2B | 10.57 | 8.52 | 11.62 | ||
DFA US Core Equity 2 I | 33.05B | 10.04 | 8.17 | 11.02 | ||
DFA International Core Equity I | 32.51B | 7.22 | 2.98 | 5.00 | ||
DFA Emerging Markets Core Equity I | 27.66B | 5.60 | -0.83 | 4.09 | ||
DFA US Large Cap Value I | 24.07B | 9.27 | 6.09 | 8.82 |
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