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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.30 | 0.30 | 0.00 |
Shares | 99.70 | 99.70 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.57 | 21.04 |
Price to Book | 4.47 | 4.01 |
Price to Sales | 3.04 | 2.69 |
Price to Cash Flow | 15.37 | 14.10 |
Dividend Yield | 1.38 | 1.53 |
5 Years Earnings Growth | 9.82 | 10.59 |
Name | Net % | Category Average |
---|---|---|
Technology | 35.29 | 29.21 |
Financial Services | 13.37 | 14.86 |
Consumer Cyclical | 10.56 | 10.30 |
Communication Services | 9.86 | 8.77 |
Healthcare | 8.80 | 11.53 |
Industrials | 7.84 | 9.87 |
Consumer Defensive | 5.23 | 6.06 |
Energy | 3.00 | 3.66 |
Utilities | 2.45 | 2.61 |
Real Estate | 1.99 | 2.22 |
Basic Materials | 1.61 | 2.36 |
Number of long holdings: 503
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 8.02 | 177.99 | +1.72% | |
Microsoft | US5949181045 | 7.33 | 507.23 | +0.59% | |
Apple | US0378331005 | 5.73 | 227.76 | +1.27% | |
Amazon.com | US0231351067 | 4.09 | 228.84 | +3.10% | |
Meta Platforms | US30303M1027 | 3.10 | 754.79 | +2.12% | |
Broadcom | US11135F1012 | 2.55 | 294.00 | +1.52% | |
Alphabet A | US02079K3059 | 2.06 | 206.09 | +3.17% | |
Alphabet C | US02079K1079 | 1.67 | 206.72 | +3.04% | |
Berkshire Hathaway B | US0846707026 | 1.60 | 489.00 | +0.08% | |
Tesla | US88160R1014 | 1.60 | 340.01 | +6.22% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab Total Stock Market Index | 29.68B | 8.07 | 16.41 | 12.88 | ||
Schwab 1000 Index | 19.25B | 8.48 | 16.88 | 13.20 | ||
Schwab International Index | 11.98B | 17.47 | 13.16 | 6.18 | ||
Schwab Fundamental US Large Company | 10.03B | 5.35 | 12.95 | 11.87 | ||
Schwab Small Cap Index | 6.7B | -0.03 | 7.10 | 7.49 |
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