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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1100 | 1100 | 1274 | 1337 | 1950 | 2880 |
Fund Return | 10% | 10% | 27.41% | 10.16% | 14.29% | 11.16% |
Place in category | 940 | 940 | 901 | 702 | 494 | 556 |
% in Category | 60 | 60 | 60 | 53 | 45 | 65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 33.51B | 10.49 | 10.50 | 11.80 | ||
DFA International Core Equity I | 31.95B | 4.67 | 4.53 | 4.98 | ||
DFA Emerging Markets Core Equity I | 27.64B | 2.38 | -0.23 | 4.18 | ||
DFA US Large Cap Value I | 24.13B | 11.19 | 9.24 | 9.31 | ||
DFA US Small Cap Value I | 15.51B | 4.98 | 10.01 | 8.39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 484.24B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 355.44B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 160.8B | 10.55 | 11.47 | 12.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.94 | 409.34 | -1.02% | |
Apple | US0378331005 | 4.52 | 182.40 | +0.38% | |
NVIDIA | US67066G1040 | 2.53 | 905.54 | -1.72% | |
Amazon.com | US0231351067 | 1.81 | 188.76 | +0.03% | |
Meta Platforms | US30303M1027 | 1.36 | 468.24 | +0.55% |
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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