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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.63 | 0.84 | 0.21 |
Shares | 99.35 | 99.35 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.60 | 14.51 |
Price to Book | 1.90 | 1.98 |
Price to Sales | 1.10 | 1.15 |
Price to Cash Flow | 8.26 | 8.76 |
Dividend Yield | 1.79 | 2.27 |
5 Years Earnings Growth | 11.51 | 10.83 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.98 | 18.02 |
Industrials | 16.36 | 17.95 |
Consumer Cyclical | 12.65 | 11.89 |
Technology | 11.73 | 10.28 |
Energy | 9.54 | 6.38 |
Healthcare | 9.47 | 9.16 |
Basic Materials | 6.31 | 5.17 |
Communication Services | 5.61 | 3.03 |
Consumer Defensive | 4.95 | 6.26 |
Utilities | 0.82 | 6.47 |
Real Estate | 0.56 | 7.69 |
Number of long holdings: 2,429
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil Corp | - | 1.13 | - | - | |
Amazon.com Inc | - | 1.13 | - | - | |
Meta Platforms Inc Class A | - | 1.12 | - | - | |
JPMorgan Chase & Co | - | 1.09 | - | - | |
Berkshire Hathaway Inc Class B | - | 0.92 | - | - | |
Future on E-mini S&P 500 Futures | - | 0.83 | - | - | |
Super Micro Computer Inc | - | 0.82 | - | - | |
Chevron Corp | - | 0.57 | - | - | |
Alphabet Inc Class C | - | 0.53 | - | - | |
Alphabet Inc Class A | - | 0.51 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.26B | 5.45 | 7.20 | 11.31 | ||
DFA US Core Equity 2 I | 33.24B | 4.88 | 6.91 | 10.68 | ||
DFA International Core Equity I | 32.66B | 1.85 | 2.49 | 4.57 | ||
DFA Emerging Markets Core Equity I | 28.39B | 3.46 | -0.76 | 4.22 | ||
DFA US Large Cap Value I | 24.7B | 6.25 | 6.26 | 8.75 |
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