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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.82 | 4.82 | 0.00 |
Shares | 59.14 | 59.14 | 0.00 |
Bonds | 36.03 | 36.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.18 | 18.57 |
Price to Book | 3.81 | 3.12 |
Price to Sales | 2.29 | 2.14 |
Price to Cash Flow | 13.03 | 12.08 |
Dividend Yield | 1.35 | 2.02 |
5 Years Earnings Growth | 13.97 | 11.35 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.27 | 23.57 |
Healthcare | 13.11 | 13.28 |
Consumer Cyclical | 12.57 | 9.84 |
Communication Services | 9.63 | 7.30 |
Industrials | 9.22 | 10.48 |
Financial Services | 8.53 | 14.93 |
Consumer Defensive | 4.59 | 6.20 |
Energy | 4.17 | 5.43 |
Basic Materials | 2.15 | 3.50 |
Real Estate | 1.91 | 4.28 |
Utilities | 0.84 | 3.12 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab US Aggregate Bond Index | - | 36.77 | - | - | |
Schwab Core Equity | - | 26.27 | - | - | |
Schwab Select Large Cap Growth | - | 15.13 | - | - | |
Schwab International Opportunities | - | 9.67 | - | - | |
Schwab Small-Cap Equity | - | 9.15 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 103.61B | 19.49 | 9.34 | 12.93 | ||
Schwab Total Stock Market Index | 25.61B | 18.17 | 7.69 | 12.25 | ||
Schwab 1000 Index | 17.41B | 18.70 | 8.17 | 12.47 | ||
Schwab International Index | 10.19B | 12.28 | 4.31 | 5.27 | ||
Schwab Fundamental US Large Company | 9.49B | 15.53 | 10.26 | 11.44 |
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