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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.27 | 4.27 | 0.00 |
Shares | 59.62 | 59.62 | 0.00 |
Bonds | 36.11 | 36.11 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.55 | 18.60 |
Price to Book | 3.47 | 3.22 |
Price to Sales | 2.28 | 2.21 |
Price to Cash Flow | 12.39 | 12.21 |
Dividend Yield | 1.54 | 1.94 |
5 Years Earnings Growth | 9.73 | 10.93 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.77 | 24.01 |
Healthcare | 13.40 | 12.92 |
Financial Services | 11.87 | 15.88 |
Consumer Cyclical | 11.22 | 9.98 |
Industrials | 9.45 | 10.18 |
Communication Services | 9.11 | 7.52 |
Consumer Defensive | 4.99 | 6.08 |
Energy | 3.84 | 4.91 |
Basic Materials | 2.26 | 3.18 |
Utilities | 1.66 | 3.21 |
Real Estate | 1.43 | 3.39 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab US Aggregate Bond Index | - | 36.54 | - | - | |
Schwab Core Equity | - | 26.82 | - | - | |
Schwab Select Large Cap Growth | - | 15.35 | - | - | |
Schwab International Opportunities | - | 10.24 | - | - | |
Schwab Small-Cap Equity | - | 8.41 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 119.69B | 6.19 | 19.67 | 13.60 | ||
Schwab Total Stock Market Index | 29.27B | 5.67 | 19.05 | 12.86 | ||
Schwab 1000 Index | 19.07B | 6.06 | 19.51 | 13.16 | ||
Schwab International Index | 11.44B | 20.52 | 16.06 | 6.62 | ||
Schwab Fundamental US Large Company | 9.89B | 4.70 | 15.34 | 11.86 |
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