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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.33 | 0.33 | 0.00 |
Shares | 99.67 | 99.67 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.28 | 20.75 |
Price to Book | 4.45 | 3.96 |
Price to Sales | 3.00 | 2.65 |
Price to Cash Flow | 15.20 | 13.91 |
Dividend Yield | 1.41 | 1.55 |
5 Years Earnings Growth | 9.44 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.36 | 28.78 |
Financial Services | 13.67 | 14.94 |
Consumer Cyclical | 10.54 | 10.33 |
Communication Services | 9.79 | 8.67 |
Healthcare | 9.33 | 11.76 |
Industrials | 7.75 | 9.88 |
Consumer Defensive | 5.49 | 6.17 |
Energy | 2.97 | 3.68 |
Utilities | 2.39 | 2.65 |
Real Estate | 2.04 | 2.25 |
Basic Materials | 1.66 | 2.36 |
Number of long holdings: 504
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.29 | 173.72 | -2.33% | |
Microsoft | US5949181045 | 6.99 | 524.11 | -1.76% | |
Apple | US0378331005 | 5.79 | 202.38 | -2.50% | |
Amazon.com | US0231351067 | 3.92 | 214.75 | -8.27% | |
Meta Platforms | US30303M1027 | 3.03 | 750.01 | -3.03% | |
Broadcom | US11135F1012 | 2.45 | 288.64 | -1.72% | |
Alphabet A | US02079K3059 | 1.94 | 189.13 | -1.44% | |
Berkshire Hathaway B | US0846707026 | 1.68 | 472.84 | +0.20% | |
Tesla | US88160R1014 | 1.68 | 302.63 | -1.83% | |
Alphabet C | US02079K1079 | 1.57 | 189.95 | -1.51% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab Total Stock Market Index | 29.48B | 5.67 | 19.05 | 12.86 | ||
Schwab 1000 Index | 19.17B | 6.06 | 19.51 | 13.16 | ||
Schwab International Index | 11.32B | 20.52 | 16.06 | 6.62 | ||
Schwab Fundamental US Large Company | 9.82B | 4.70 | 15.34 | 11.86 | ||
Schwab Small Cap Index | 6.54B | -1.74 | 10.09 | 7.18 |
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