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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 5.430 | 5.430 | 0.000 |
| Shares | 60.070 | 60.070 | 0.000 |
| Bonds | 34.450 | 34.460 | 0.010 |
| Other | 0.040 | 0.040 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 19.946 | 18.556 |
| Price to Book | 2.808 | 3.064 |
| Price to Sales | 2.033 | 2.277 |
| Price to Cash Flow | 11.954 | 12.258 |
| Dividend Yield | 1.853 | 2.028 |
| 5 Years Earnings Growth | 9.647 | 10.093 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 25.140 | 24.090 |
| Financial Services | 16.770 | 16.623 |
| Industrials | 11.820 | 11.164 |
| Healthcare | 10.730 | 11.264 |
| Consumer Cyclical | 10.200 | 9.658 |
| Communication Services | 7.700 | 7.558 |
| Consumer Defensive | 5.500 | 6.081 |
| Energy | 3.380 | 4.446 |
| Basic Materials | 3.140 | 3.174 |
| Real Estate | 2.890 | 3.117 |
| Utilities | 2.720 | 2.825 |
Number of long holdings: 7
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Schwab® S&P 500 Index | - | 34.87 | - | - | |
| Vanguard Total Bond Market Idx InstlPls | - | 28.89 | - | - | |
| Schwab International Index | - | 15.09 | - | - | |
| Schwab Small Cap Index | - | 10.38 | - | - | |
| Schwab Treasury Infl Protected Secs Idx | - | 5.89 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| KS Schwab Moderately Aggressive Ind | 1.28B | 14.84 | 18.87 | 10.40 | ||
| KS Advisor Disciplined Growth A | 5.79 | 20.76 | 13.73 |
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