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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.93 | 11.46 | 10.53 |
Stocks | 60.77 | 60.77 | 0.00 |
Bonds | 38.34 | 45.93 | 7.59 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.20 | 17.16 |
Price to Book | 2.45 | 2.55 |
Price to Sales | 1.74 | 1.77 |
Price to Cash Flow | 10.53 | 10.63 |
Dividend Yield | 2.22 | 2.14 |
5 Years Earnings Growth | 11.48 | 11.38 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.02 | 21.31 |
Financial Services | 12.71 | 14.80 |
Healthcare | 12.66 | 12.47 |
Consumer Cyclical | 10.64 | 10.85 |
Industrials | 10.48 | 11.70 |
Real Estate | 8.38 | 4.21 |
Communication Services | 7.38 | 6.52 |
Consumer Defensive | 5.27 | 6.44 |
Energy | 4.11 | 4.77 |
Basic Materials | 3.51 | 4.36 |
Utilities | 1.84 | 2.63 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 17.72 | - | - | |
Schwab US Aggregate Bond Index | - | 14.22 | - | - | |
Schwab International Opportunities | - | 8.78 | - | - | |
Schwab® International Core Equity | - | 6.38 | - | - | |
Baird Aggregate Bond Inst | - | 6.34 | - | - | |
Dodge & Cox Stock I | - | 4.36 | - | - | |
Schwab Short-Term Bond Index | - | 4.27 | - | - | |
Schwab Global Real Estate | - | 4.02 | - | - | |
PIMCO International Bond (USD-Hdg) Instl | - | 3.99 | - | - | |
Western Asset Core Plus Bond IS | - | 3.88 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 4.66B | -3.16 | -3.59 | - | ||
Schwab Treasury Infl Protected Sec | 2.59B | -1.57 | -1.60 | 1.81 | ||
Schwab Target 2040 | 1.14B | 2.51 | 1.98 | 7.10 | ||
US80850L7837 | 824.27M | 2.48 | 3.16 | - | ||
Schwab Target 2035 | 583.94M | 2.02 | 1.64 | 6.70 |
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