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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.30 | 4.30 | 0.00 |
Shares | 79.74 | 79.74 | 0.00 |
Bonds | 15.91 | 15.91 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.79 | - |
Price to Book | 2.25 | - |
Price to Sales | 1.48 | - |
Price to Cash Flow | 9.91 | - |
Dividend Yield | 2.40 | - |
5 Years Earnings Growth | 8.78 | - |
Name | Net % | Category Average |
---|---|---|
Technology | 21.40 | - |
Financial Services | 15.62 | - |
Industrials | 11.09 | - |
Consumer Cyclical | 10.43 | - |
Healthcare | 9.14 | - |
Communication Services | 7.81 | - |
Real Estate | 7.72 | - |
Consumer Defensive | 6.16 | - |
Energy | 4.18 | - |
Basic Materials | 3.80 | - |
Utilities | 2.67 | - |
Number of long holdings: 13
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 24.05 | - | - | |
Schwab US Aggregate Bond Index | - | 16.07 | - | - | |
Schwab International Index | - | 12.16 | - | - | |
Schwab Fundamental US Large Company Idx | - | 12.03 | - | - | |
Schwab ® US Large-Cap Growth Idx | - | 7.32 | - | - | |
Schwab Small Cap Index | - | 6.10 | - | - | |
Schwab Fundamental Intl Equity Index Fd | - | 5.18 | - | - | |
Schwab U.S. REIT | US8085248479 | 4.05 | 21.58 | +1.46% | |
Schwab Fundamental Intl Sm Eq Idx | - | 3.33 | - | - | |
Schwab Fundamental Emerging Mkts Eq Idx | - | 3.32 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 121.61B | 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 | 11.55B | 20.52 | 16.06 | 6.62 | ||
Schwab Fundamental US Large Company | 10.01B | 4.70 | 15.34 | 11.86 |
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