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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1049 | 1043 | 1207 | 1222 | 1781 | 2759 |
Fund Return | 4.88% | 4.33% | 20.75% | 6.91% | 12.24% | 10.68% |
Place in category | 1037 | 537 | 858 | 653 | 561 | 561 |
% in Category | 66 | 34 | 58 | 49 | 51 | 64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 33.84B | 5.45 | 7.20 | 11.31 | ||
DFA International Core Equity I | 32.22B | 1.85 | 2.49 | 4.57 | ||
DFA Emerging Markets Core Equity I | 27.67B | 3.46 | -0.76 | 4.22 | ||
DFA US Large Cap Value I | 24.47B | 6.25 | 6.26 | 8.75 | ||
DFA US Small Cap Value I | 15.67B | -1.16 | 7.02 | 7.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 505.18B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 373.3B | 5.15 | 6.20 | 11.76 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 6.03 | 8.04 | 12.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 4.90 | - | - | |
Apple Inc | - | 4.26 | - | - | |
NVIDIA Corp | - | 3.31 | - | - | |
Amazon.com Inc | - | 1.79 | - | - | |
Meta Platforms Inc Class A | - | 1.33 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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