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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 99.910 | 99.910 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.760 | 16.555 |
Price to Book | 2.224 | 2.630 |
Price to Sales | 1.344 | 1.777 |
Price to Cash Flow | 9.362 | 10.141 |
Dividend Yield | 2.285 | 2.395 |
5 Years Earnings Growth | 10.418 | 10.735 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.730 | 18.652 |
Financial Services | 14.450 | 16.283 |
Industrials | 14.310 | 11.560 |
Consumer Cyclical | 11.460 | 11.876 |
Healthcare | 9.710 | 12.571 |
Energy | 7.490 | 6.080 |
Communication Services | 6.430 | 7.424 |
Consumer Defensive | 6.350 | 10.180 |
Basic Materials | 4.720 | 5.768 |
Real Estate | 2.740 | 1.994 |
Utilities | 2.620 | 2.226 |
Number of long holdings: 6,355
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.34 | 191.29 | +0.53% | |
Microsoft | US5949181045 | 3.08 | 414.67 | -3.38% | |
NVIDIA | US67066G1040 | 2.62 | 1,105.00 | -3.77% | |
Amazon.com | US0231351067 | 1.61 | 179.32 | -1.48% | |
Meta Platforms | US30303M1027 | 1.22 | 467.05 | -1.54% | |
Alphabet A | US02079K3059 | 0.89 | 172.11 | -2.15% | |
Alphabet C | US02079K1079 | 0.83 | 173.56 | -2.16% | |
Eli Lilly | US5324571083 | 0.76 | 815.06 | +0.43% | |
Exxon Mobil | US30231G1022 | 0.72 | 113.99 | +0.32% | |
Berkshire Hathaway B | US0846707026 | 0.61 | 408.61 | +1.12% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Australian Core Equity | 5B | 3.08 | 7.61 | 8.32 | ||
Dimensional World Allocation 70 30 | 1.39B | 3.39 | 4.34 | 7.08 | ||
Dimensional World Equity Trust | 1.12B | 5.78 | 7.79 | 9.23 | ||
Dimensional Australian Value Trust | 982.8M | 3.36 | 9.22 | 8.77 | ||
Dimensional World Allocation 50 50 | 972.64M | 2.70 | 2.79 | 5.76 |
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