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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.490 | 5.490 | 0.000 |
Shares | 59.130 | 59.130 | 0.000 |
Bonds | 35.340 | 35.360 | 0.020 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.506 | 17.927 |
Price to Book | 2.702 | 2.967 |
Price to Sales | 1.938 | 2.113 |
Price to Cash Flow | 11.862 | 11.724 |
Dividend Yield | 1.937 | 2.123 |
5 Years Earnings Growth | 10.476 | 10.650 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.660 | 22.887 |
Financial Services | 16.700 | 16.250 |
Healthcare | 12.200 | 12.551 |
Industrials | 11.310 | 10.713 |
Consumer Cyclical | 10.270 | 9.836 |
Communication Services | 7.280 | 7.215 |
Consumer Defensive | 6.130 | 6.306 |
Energy | 3.590 | 4.718 |
Basic Materials | 3.180 | 3.216 |
Real Estate | 2.970 | 3.326 |
Utilities | 2.720 | 2.981 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 34.46 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 29.58 | - | - | |
Schwab International Index | - | 15.46 | - | - | |
Schwab Small Cap Index | - | 9.52 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 6.03 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
KS Schwab Moderately Aggressive Ind | 983.37M | 2.27 | 7.63 | 8.31 | ||
KS Advisor Disciplined Growth A | 27.95 | 7.93 | 12.57 |
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