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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 | 19.98 |
Price to Book | 5.58 | 3.86 |
Price to Sales | 3.89 | 2.55 |
Price to Cash Flow | 15.65 | 13.63 |
Dividend Yield | 1.29 | 1.58 |
5 Years Earnings Growth | 10.48 | 10.90 |
Name | Net % | Category Average |
---|---|---|
Technology | 36.26 | 27.80 |
Healthcare | 14.31 | 12.61 |
Financial Services | 10.50 | 15.00 |
Communication Services | 9.10 | 8.44 |
Consumer Cyclical | 8.65 | 10.32 |
Industrials | 6.65 | 9.63 |
Consumer Defensive | 5.08 | 6.35 |
Energy | 4.84 | 3.89 |
Utilities | 2.70 | 2.78 |
Basic Materials | 1.32 | 2.38 |
Real Estate | 0.59 | 2.33 |
Number of long holdings: 53
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.72 | 470.38 | +0.58% | |
NVIDIA | US67066G1040 | 6.49 | 141.72 | +1.24% | |
Apple | US0378331005 | 6.35 | 203.92 | +1.64% | |
Amazon.com | US0231351067 | 5.52 | 213.57 | +2.72% | |
Meta Platforms | US30303M1027 | 4.56 | 697.71 | +1.91% | |
Alphabet A | US02079K3059 | 4.52 | 173.68 | +3.25% | |
Fidelity National Info | US31620M1062 | 3.47 | 81.23 | +0.86% | |
Exxon Mobil | US30231G1022 | 3.31 | 104.27 | +2.40% | |
Visa A | US92826C8394 | 2.95 | 370.22 | +0.94% | |
Broadcom | US11135F1012 | 2.79 | 246.93 | -5.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 113.56B | -4.93 | 12.14 | 12.27 | ||
Schwab Total Stock Market Index | 27.77B | -5.53 | 11.30 | 11.56 | ||
Schwab 1000 Index | 18.18B | -5.16 | 11.75 | 11.84 | ||
Schwab International Index | 11.28B | 12.38 | 10.59 | 5.57 | ||
Schwab Fundamental US Large Company | 9.59B | -3.09 | 9.63 | 10.83 |
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