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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 | 20.03 |
Price to Book | 3.86 | 3.86 |
Price to Sales | 2.58 | 2.55 |
Price to Cash Flow | 13.55 | 13.60 |
Dividend Yield | 1.51 | 1.58 |
5 Years Earnings Growth | 10.02 | 10.82 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.03 | 27.91 |
Financial Services | 14.24 | 14.97 |
Healthcare | 10.78 | 12.49 |
Consumer Cyclical | 10.45 | 10.32 |
Communication Services | 8.96 | 8.46 |
Industrials | 8.46 | 9.74 |
Consumer Defensive | 5.89 | 6.37 |
Energy | 3.22 | 3.81 |
Real Estate | 2.52 | 2.33 |
Utilities | 2.43 | 2.71 |
Basic Materials | 2.04 | 2.39 |
Number of long holdings: 989
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.16 | 201.56 | +0.63% | |
Microsoft | US5949181045 | 5.67 | 492.27 | +0.44% | |
NVIDIA | US67066G1040 | 5.15 | 154.31 | +4.33% | |
Amazon.com | US0231351067 | 3.36 | 211.99 | -0.37% | |
Meta Platforms | US30303M1027 | 2.32 | 708.68 | -0.49% | |
Berkshire Hathaway B | US0846707026 | 1.89 | 486.21 | -1.47% | |
Alphabet A | US02079K3059 | 1.79 | 170.68 | +2.34% | |
Broadcom | US11135F1012 | 1.74 | 264.65 | +0.33% | |
Tesla | US88160R1014 | 1.52 | 327.55 | -3.79% | |
Alphabet C | US02079K1079 | 1.47 | 171.49 | +2.24% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 114.2B | 1.05 | 14.38 | 12.82 | ||
Schwab Total Stock Market Index | 27.88B | 0.52 | 13.70 | 12.10 | ||
Schwab International Index | 11.16B | 17.51 | 11.53 | 6.05 | ||
Schwab Fundamental US Large Company | 9.64B | 0.54 | 10.12 | 11.14 | ||
Schwab Small Cap Index | 6.34B | -6.80 | 5.10 | 6.70 |
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