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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.92 | 4.93 | 0.01 |
Stocks | 59.02 | 59.02 | 0.00 |
Bonds | 36.05 | 36.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.89 | 18.11 |
Price to Book | 3.52 | 3.06 |
Price to Sales | 2.18 | 2.06 |
Price to Cash Flow | 12.16 | 11.88 |
Dividend Yield | 1.40 | 2.02 |
5 Years Earnings Growth | 12.82 | 11.27 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.05 | 22.89 |
Healthcare | 13.46 | 13.33 |
Consumer Cyclical | 12.93 | 10.03 |
Financial Services | 9.94 | 15.00 |
Communication Services | 9.41 | 7.24 |
Industrials | 9.09 | 10.86 |
Consumer Defensive | 5.13 | 6.28 |
Energy | 4.09 | 5.56 |
Basic Materials | 2.23 | 3.51 |
Real Estate | 1.61 | 3.51 |
Utilities | 1.04 | 3.09 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab US Aggregate Bond Index | - | 36.82 | - | - | |
Schwab Core Equity | - | 26.58 | - | - | |
Schwab Select Large Cap Growth | - | 15.25 | - | - | |
Schwab International Opportunities | - | 9.80 | - | - | |
Schwab Small-Cap Equity | - | 8.46 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 97.13B | 11.27 | 9.53 | 12.63 | ||
Schwab Total Stock Market Index | 24.09B | 10.19 | 7.69 | 11.98 | ||
Schwab 1000 Index | 16.65B | 10.70 | 8.37 | 12.20 | ||
Schwab International Index | 9.49B | 7.71 | 3.21 | 4.69 | ||
Schwab Fundamental US Large Company | 8.83B | 8.36 | 8.70 | 11.20 |
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