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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.42 | 4.42 | 0.00 |
Shares | 59.40 | 59.40 | 0.00 |
Bonds | 36.19 | 36.19 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.04 | 18.77 |
Price to Book | 3.57 | 3.25 |
Price to Sales | 2.34 | 2.23 |
Price to Cash Flow | 12.77 | 12.31 |
Dividend Yield | 1.52 | 1.93 |
5 Years Earnings Growth | 9.90 | 10.76 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.76 | 24.21 |
Healthcare | 13.41 | 12.77 |
Financial Services | 11.89 | 15.90 |
Consumer Cyclical | 11.21 | 9.94 |
Industrials | 9.45 | 10.22 |
Communication Services | 9.09 | 7.55 |
Consumer Defensive | 4.98 | 6.05 |
Energy | 3.84 | 4.89 |
Basic Materials | 2.26 | 3.18 |
Utilities | 1.66 | 3.21 |
Real Estate | 1.46 | 3.37 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab US Aggregate Bond Index | - | 36.64 | - | - | |
Schwab Core Equity | - | 26.70 | - | - | |
Schwab Select Large Cap Growth | - | 15.26 | - | - | |
Schwab International Opportunities | - | 10.04 | - | - | |
Schwab Small-Cap Equity | - | 8.59 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 121.57B | 6.19 | 19.67 | 13.60 | ||
Schwab Total Stock Market Index | 29.7B | 5.67 | 19.05 | 12.86 | ||
Schwab 1000 Index | 19.33B | 6.06 | 19.51 | 13.16 | ||
Schwab International Index | 11.74B | 20.52 | 16.06 | 6.62 | ||
Schwab Fundamental US Large Company | 10.04B | 4.70 | 15.34 | 11.86 |
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