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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.330 | 0.330 | 0.000 |
Shares | 99.670 | 99.670 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.204 | 20.174 |
Price to Book | 4.242 | 3.772 |
Price to Sales | 2.737 | 2.438 |
Price to Cash Flow | 15.012 | 13.769 |
Dividend Yield | 1.434 | 1.599 |
5 Years Earnings Growth | 11.825 | 11.698 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.370 | 27.529 |
Financial Services | 12.010 | 14.090 |
Healthcare | 11.740 | 13.508 |
Consumer Cyclical | 10.110 | 10.047 |
Communication Services | 9.340 | 8.233 |
Industrials | 7.560 | 9.844 |
Consumer Defensive | 5.750 | 6.337 |
Energy | 3.650 | 4.313 |
Utilities | 2.360 | 2.564 |
Real Estate | 2.150 | 2.356 |
Basic Materials | 1.950 | 2.652 |
Number of long holdings: 503
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.20 | 435.27 | -0.78% | |
NVIDIA | US67066G1040 | 6.58 | 116.00 | -1.59% | |
Apple | US0378331005 | 6.58 | 228.20 | -0.29% | |
Amazon.com | US0231351067 | 3.83 | 191.60 | +0.91% | |
Meta Platforms | US30303M1027 | 2.39 | 561.35 | +0.40% | |
Alphabet A | US02079K3059 | 2.32 | 163.59 | +0.89% | |
Alphabet C | US02079K1079 | 1.94 | 164.64 | +0.86% | |
Berkshire Hathaway B | US0846707026 | 1.60 | 455.31 | -0.96% | |
Eli Lilly | US5324571083 | 1.57 | 921.49 | +0.70% | |
Broadcom | US11135F1012 | 1.51 | 171.10 | +2.20% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 103.28B | 19.49 | 9.34 | 12.93 | ||
Schwab Total Stock Market Index | 25.54B | 18.17 | 7.69 | 12.25 | ||
Schwab 1000 Index | 17.44B | 18.70 | 8.17 | 12.47 | ||
Schwab International Index | 10.16B | 12.28 | 4.31 | 5.27 | ||
Schwab Fundamental US Large Company | 9.62B | 15.53 | 10.26 | 11.44 |
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