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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.34 | 0.34 | 0.00 |
Shares | 99.66 | 99.66 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.99 | 20.75 |
Price to Book | 4.22 | 3.96 |
Price to Sales | 2.86 | 2.65 |
Price to Cash Flow | 14.56 | 13.91 |
Dividend Yield | 1.39 | 1.55 |
5 Years Earnings Growth | 9.49 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.42 | 28.78 |
Financial Services | 13.85 | 14.94 |
Consumer Cyclical | 10.58 | 10.33 |
Communication Services | 9.49 | 8.67 |
Healthcare | 9.35 | 11.76 |
Industrials | 8.60 | 9.88 |
Consumer Defensive | 5.27 | 6.17 |
Energy | 3.02 | 3.68 |
Real Estate | 2.29 | 2.25 |
Utilities | 2.26 | 2.65 |
Basic Materials | 1.88 | 2.36 |
Number of long holdings: 988
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 6.67 | 180.88 | +0.81% | |
Microsoft | US5949181045 | 6.40 | 520.84 | -0.78% | |
Apple | US0378331005 | 5.30 | 220.03 | +3.18% | |
Amazon.com | US0231351067 | 3.59 | 223.17 | +0.39% | |
Meta Platforms | US30303M1027 | 2.77 | 761.78 | -1.32% | |
Broadcom | US11135F1012 | 2.24 | 303.76 | +0.69% | |
Alphabet A | US02079K3059 | 1.77 | 196.54 | +0.23% | |
Berkshire Hathaway B | US0846707026 | 1.54 | 461.47 | -1.59% | |
Tesla | US88160R1014 | 1.54 | 322.27 | +0.74% | |
Alphabet C | US02079K1079 | 1.44 | 197.28 | +0.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 119.57B | 6.19 | 19.67 | 13.60 | ||
Schwab Total Stock Market Index | 29.32B | 5.67 | 19.05 | 12.86 | ||
Schwab International Index | 11.51B | 20.52 | 16.06 | 6.62 | ||
Schwab Fundamental US Large Company | 9.8B | 4.70 | 15.34 | 11.86 | ||
Schwab Small Cap Index | 6.57B | -1.74 | 10.09 | 7.18 |
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