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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.500 | 5.500 | 0.000 |
Shares | 60.180 | 60.180 | 0.000 |
Bonds | 34.310 | 34.340 | 0.030 |
Preferred | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.471 | 17.418 |
Price to Book | 2.686 | 2.818 |
Price to Sales | 1.848 | 1.972 |
Price to Cash Flow | 11.486 | 11.484 |
Dividend Yield | 1.925 | 2.177 |
5 Years Earnings Growth | 10.820 | 11.137 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.450 | 21.675 |
Financial Services | 14.410 | 15.295 |
Healthcare | 13.050 | 13.739 |
Industrials | 11.550 | 10.945 |
Consumer Cyclical | 10.770 | 9.566 |
Communication Services | 6.690 | 6.803 |
Consumer Defensive | 6.230 | 6.919 |
Energy | 4.520 | 5.401 |
Basic Materials | 3.830 | 3.541 |
Real Estate | 3.060 | 3.377 |
Utilities | 2.430 | 2.737 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 35.42 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 28.79 | - | - | |
Schwab International Index | - | 14.93 | - | - | |
Schwab Small Cap Index | - | 10.12 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 5.86 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
KS Schwab Moderately Aggressive Ind | 919.12M | 2.41 | 3.26 | 7.72 | ||
KS Advisor Disciplined Growth A | 10.24 | 10.16 | 12.18 |
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