Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.17 | 11.96 | 11.79 |
Shares | 99.79 | 99.79 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.01 | 17.70 |
Price to Book | 2.27 | 2.84 |
Price to Sales | 1.37 | 2.00 |
Price to Cash Flow | 9.23 | 11.58 |
Dividend Yield | 2.21 | 2.11 |
5 Years Earnings Growth | 11.02 | 10.97 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.15 | 22.02 |
Financial Services | 14.29 | 15.44 |
Industrials | 14.07 | 12.08 |
Consumer Cyclical | 11.72 | 10.76 |
Healthcare | 10.44 | 14.37 |
Communication Services | 6.79 | 7.23 |
Energy | 6.55 | 4.02 |
Consumer Defensive | 6.33 | 8.41 |
Basic Materials | 4.86 | 4.36 |
Real Estate | 2.77 | 2.82 |
Utilities | 2.03 | 2.55 |
Number of long holdings: 6,338
Number of short holdings: 14
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.99 | 169.30 | -0.35% | |
Microsoft | US5949181045 | 2.86 | 406.32 | +1.82% | |
NVIDIA | US67066G1040 | 2.03 | 877.35 | +6.18% | |
Meta Platforms | US30303M1027 | 1.69 | 443.29 | +0.43% | |
Amazon.com | US0231351067 | 1.38 | 179.62 | +3.43% | |
Exxon Mobil | US30231G1022 | 0.84 | 117.86 | -2.86% | |
Alphabet A | US02079K3059 | 0.76 | 171.95 | +10.22% | |
Alphabet C | US02079K1079 | 0.66 | 173.69 | +9.97% | |
Berkshire Hathaway B | US0846707026 | 0.66 | 401.65 | -0.81% | |
J&J | US4781601046 | 0.66 | 146.13 | -0.47% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 6.57B | 9.24 | 10.58 | 11.50 | ||
Dimensional Global Core Equity FuGD | 6.57B | 9.23 | 10.58 | 11.49 | ||
Global Sustainability Core EquityGA | 4.02B | 9.36 | 10.37 | 11.95 | ||
Global Sustainability Core EquityGD | 4.02B | 9.35 | 10.36 | 11.95 | ||
Dimensional World Allocation 60 40A | 2.94B | 5.18 | 5.12 | 6.66 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review