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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.17 | 0.17 | 0.00 |
Shares | 99.83 | 99.83 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.32 | 20.17 |
Price to Book | 5.58 | 3.87 |
Price to Sales | 3.89 | 2.57 |
Price to Cash Flow | 15.65 | 13.63 |
Dividend Yield | 1.29 | 1.58 |
5 Years Earnings Growth | 10.48 | 10.75 |
Name | Net % | Category Average |
---|---|---|
Technology | 36.26 | 28.02 |
Healthcare | 14.31 | 12.33 |
Financial Services | 10.50 | 14.98 |
Communication Services | 9.10 | 8.50 |
Consumer Cyclical | 8.65 | 10.35 |
Industrials | 6.65 | 9.77 |
Consumer Defensive | 5.08 | 6.35 |
Energy | 4.84 | 3.79 |
Utilities | 2.70 | 2.70 |
Basic Materials | 1.32 | 2.39 |
Real Estate | 0.59 | 2.31 |
Number of long holdings: 53
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.72 | 495.94 | -0.30% | |
NVIDIA | US67066G1040 | 6.49 | 157.75 | +1.76% | |
Apple | US0378331005 | 6.35 | 201.08 | +0.04% | |
Amazon.com | US0231351067 | 5.52 | 223.30 | +2.85% | |
Meta Platforms | US30303M1027 | 4.56 | 733.63 | +1.04% | |
Alphabet A | US02079K3059 | 4.52 | 178.53 | +2.88% | |
Fidelity National Info | US31620M1062 | 3.47 | 80.80 | +1.00% | |
Exxon Mobil | US30231G1022 | 3.31 | 109.38 | -0.55% | |
Visa A | US92826C8394 | 2.95 | 348.61 | +0.75% | |
Broadcom | US11135F1012 | 2.79 | 269.35 | -0.30% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 116.97B | 1.05 | 14.38 | 12.82 | ||
Schwab Total Stock Market Index | 28.55B | 0.52 | 13.70 | 12.10 | ||
Schwab 1000 Index | 18.69B | 0.91 | 14.18 | 12.39 | ||
Schwab International Index | 11.46B | 17.51 | 11.53 | 6.05 | ||
Schwab Fundamental US Large Company | 9.78B | 0.54 | 10.12 | 11.14 |
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