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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.77 | 11.39 | 10.62 |
Stocks | 70.77 | 70.77 | 0.00 |
Bonds | 28.53 | 36.26 | 7.73 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.01 | 17.38 |
Price to Book | 2.41 | 2.57 |
Price to Sales | 1.71 | 1.81 |
Price to Cash Flow | 10.40 | 10.89 |
Dividend Yield | 2.25 | 2.11 |
5 Years Earnings Growth | 11.55 | 11.48 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.74 | 21.67 |
Financial Services | 12.91 | 15.04 |
Healthcare | 12.55 | 12.44 |
Consumer Cyclical | 10.66 | 10.82 |
Industrials | 10.54 | 11.65 |
Real Estate | 8.17 | 3.96 |
Communication Services | 7.42 | 6.77 |
Consumer Defensive | 5.33 | 6.23 |
Energy | 4.18 | 4.65 |
Basic Materials | 3.59 | 4.26 |
Utilities | 1.92 | 2.51 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 18.86 | - | - | |
Schwab International Opportunities | - | 10.33 | - | - | |
Schwab US Aggregate Bond Index | - | 9.74 | - | - | |
Schwab® International Core Equity | - | 7.53 | - | - | |
Dodge & Cox Stock I | - | 4.89 | - | - | |
Schwab Global Real Estate | - | 4.56 | - | - | |
Schwab Select Large Cap Growth | - | 4.48 | - | - | |
ClearBridge Large Cap Growth IS | - | 4.38 | - | - | |
PIMCO International Bond (USD-Hdg) Instl | - | 4.07 | - | - | |
Schwab Fundamental US Large Company Idx | - | 4.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 4.85B | -1.47 | -3.15 | - | ||
Schwab Treasury Infl Protected Sec | 2.44B | 0.10 | -1.45 | 1.76 | ||
Schwab Target 2040 | 1.16B | 6.70 | 2.94 | 7.32 | ||
Schwab Target 2030 | 984.2M | 4.98 | 2.04 | 6.37 | ||
US80850L7837 | 853.15M | 6.82 | 4.13 | - |
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