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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.22 | 0.22 | 0.00 |
Shares | 99.78 | 99.78 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.67 | 19.98 |
Price to Book | 3.86 | 3.86 |
Price to Sales | 2.58 | 2.56 |
Price to Cash Flow | 13.55 | 13.66 |
Dividend Yield | 1.51 | 1.58 |
5 Years Earnings Growth | 10.02 | 10.94 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.03 | 27.78 |
Financial Services | 14.24 | 15.01 |
Healthcare | 10.78 | 12.64 |
Consumer Cyclical | 10.45 | 10.32 |
Communication Services | 8.96 | 8.44 |
Industrials | 8.46 | 9.62 |
Consumer Defensive | 5.89 | 6.33 |
Energy | 3.22 | 3.91 |
Real Estate | 2.52 | 2.32 |
Utilities | 2.43 | 2.78 |
Basic Materials | 2.04 | 2.38 |
Number of long holdings: 989
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.16 | 201.70 | +0.42% | |
Microsoft | US5949181045 | 5.67 | 461.97 | +0.35% | |
NVIDIA | US67066G1040 | 5.15 | 137.38 | +1.67% | |
Amazon.com | US0231351067 | 3.36 | 206.65 | +0.80% | |
Meta Platforms | US30303M1027 | 2.32 | 670.90 | +3.62% | |
Berkshire Hathaway B | US0846707026 | 1.89 | 502.81 | -0.23% | |
Alphabet A | US02079K3059 | 1.79 | 169.03 | -1.58% | |
Broadcom | US11135F1012 | 1.74 | 248.71 | +2.74% | |
Tesla | US88160R1014 | 1.52 | 342.69 | -1.09% | |
Alphabet C | US02079K1079 | 1.47 | 170.37 | -1.43% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 111.87B | -4.93 | 12.14 | 12.27 | ||
Schwab Total Stock Market Index | 27.28B | -5.53 | 11.30 | 11.56 | ||
Schwab International Index | 11.14B | 12.38 | 10.59 | 5.57 | ||
Schwab Fundamental US Large Company | 9.49B | -3.09 | 9.63 | 10.83 | ||
Schwab Small Cap Index | 6.14B | -11.54 | 3.34 | 6.38 |
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