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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.120 | 5.120 | 0.000 |
Shares | 62.590 | 62.590 | 0.000 |
Bonds | 32.230 | 32.310 | 0.080 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.440 | 17.544 |
Price to Book | 2.633 | 2.842 |
Price to Sales | 1.869 | 2.078 |
Price to Cash Flow | 11.232 | 11.228 |
Dividend Yield | 2.019 | 2.204 |
5 Years Earnings Growth | 9.078 | 10.019 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.380 | 21.465 |
Financial Services | 16.760 | 16.989 |
Healthcare | 12.170 | 12.842 |
Industrials | 11.540 | 10.974 |
Consumer Cyclical | 10.010 | 9.604 |
Communication Services | 7.260 | 7.034 |
Consumer Defensive | 6.460 | 6.612 |
Energy | 3.390 | 4.877 |
Basic Materials | 3.130 | 3.258 |
Real Estate | 3.030 | 3.351 |
Utilities | 2.870 | 2.994 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 36.68 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 27.08 | - | - | |
Schwab International Index | - | 16.00 | - | - | |
Schwab Small Cap Index | - | 10.27 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 5.39 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
KS Schwab Moderately Aggressive Ind | 1.15B | 3.55 | 10.10 | 8.36 | ||
KS Advisor Disciplined Growth A | -11.45 | 6.67 | 11.19 |
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