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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.74 | 0.87 | 0.13 |
Stocks | 99.26 | 99.26 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 9.80 | 11.63 |
Price to Book | 1.01 | 1.39 |
Price to Sales | 0.74 | 0.94 |
Price to Cash Flow | 5.00 | 5.95 |
Dividend Yield | 4.87 | 3.88 |
5 Years Earnings Growth | 7.74 | 9.56 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 29.10 | 20.21 |
Energy | 15.66 | 7.45 |
Consumer Cyclical | 13.45 | 11.77 |
Basic Materials | 12.13 | 7.81 |
Industrials | 10.99 | 14.21 |
Healthcare | 6.65 | 10.57 |
Communication Services | 3.71 | 6.11 |
Consumer Defensive | 3.69 | 9.26 |
Technology | 2.06 | 8.58 |
Real Estate | 2.00 | 1.82 |
Utilities | 0.57 | 3.42 |
Number of long holdings: 512
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell PLC ADR (Representing - Ordinary Shares) | - | 4.45 | - | - | |
TotalEnergies SE | FR0000120271 | 3.56 | 65.77 | +0.92% | |
Mercedes Benz Group | DE0007100000 | 1.47 | 65.550 | -0.32% | |
Zurich Insurance Group | CH0011075394 | 1.43 | 471.80 | +0.04% | |
Ubs Group Ag Reg Common Stock Usd.1 | - | 1.39 | - | - | |
Future on E-mini S&P 500 Futures | - | 1.37 | - | - | |
Toyota Motor | JP3633400001 | 1.36 | 3,403.0 | +0.44% | |
Santander | ES0113900J37 | 1.26 | 4.7825 | -0.47% | |
Stellantis NV | NL00150001Q9 | 1.25 | 20.380 | -0.07% | |
UniCredit | IT0005239360 | 1.17 | 36.225 | +0.77% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 34.31B | 5.45 | 7.20 | 11.31 | ||
DFA US Core Equity 2 I | 33.63B | 4.88 | 6.91 | 10.68 | ||
DFA International Core Equity I | 32.62B | 1.85 | 2.49 | 4.57 | ||
DFA Emerging Markets Core Equity I | 28.24B | 3.46 | -0.76 | 4.22 | ||
DFA US Large Cap Value I | 24.57B | 6.25 | 6.26 | 8.75 |
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