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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.610 | 0.610 | 0.000 |
Stocks | 99.390 | 99.390 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.826 | 17.105 |
Price to Book | 2.518 | 2.374 |
Price to Sales | 1.543 | 1.495 |
Price to Cash Flow | 10.910 | 10.437 |
Dividend Yield | 1.742 | 1.540 |
5 Years Earnings Growth | 9.968 | 11.499 |
Name | Net % | Category Average |
---|---|---|
Industrials | 19.600 | 19.798 |
Technology | 16.310 | 15.423 |
Financial Services | 14.010 | 15.190 |
Consumer Cyclical | 10.860 | 13.506 |
Healthcare | 9.830 | 9.838 |
Real Estate | 7.580 | 7.206 |
Utilities | 5.410 | 3.882 |
Energy | 5.260 | 5.312 |
Basic Materials | 4.460 | 5.424 |
Communication Services | 3.400 | 2.969 |
Consumer Defensive | 3.280 | 4.457 |
Number of long holdings: 800
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Trane Technologies | IE00BK9ZQ967 | 0.66 | 329.64 | -1.18% | |
Amphenol | US0320951017 | 0.64 | 68.27 | -1.04% | |
Parker-Hannifin | US7010941042 | 0.64 | 503.30 | -4.84% | |
Transdigm | US8936411003 | 0.61 | 1,294.76 | -2.18% | |
Phillips 66 | US7185461040 | 0.58 | 136.76 | -0.66% | |
CrowdStrike Holdings | US22788C1053 | 0.57 | 385.44 | +0.69% | |
KKR & Co | US48251W1045 | 0.57 | 109.18 | -0.16% | |
Constellation Energy Corp | - | 0.55 | - | - | |
Cintas | US1729081059 | 0.52 | 695.69 | +0.54% | |
Apollo Global Management A | US03769M1062 | 0.52 | 115.87 | -0.35% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 96.37B | 11.27 | 9.53 | 12.63 | ||
Schwab Total Stock Market Index | 23.91B | 10.19 | 7.69 | 11.98 | ||
Schwab 1000 Index | 16.52B | 10.70 | 8.37 | 12.20 | ||
Schwab International Index | 9.47B | 7.71 | 3.21 | 4.69 | ||
Schwab Fundamental US Large Company | 8.59B | 8.36 | 8.70 | 11.20 |
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