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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.19 | 11.50 | 9.31 |
Shares | 61.11 | 61.12 | 0.01 |
Bonds | 36.85 | 43.95 | 7.10 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.19 | 17.49 |
Price to Book | 2.56 | 2.55 |
Price to Sales | 1.80 | 1.81 |
Price to Cash Flow | 11.08 | 10.79 |
Dividend Yield | 2.14 | 2.16 |
5 Years Earnings Growth | 12.01 | 11.53 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.15 | 21.45 |
Healthcare | 12.66 | 12.44 |
Financial Services | 12.27 | 15.02 |
Industrials | 10.38 | 11.58 |
Consumer Cyclical | 10.27 | 10.52 |
Real Estate | 8.30 | 4.41 |
Communication Services | 7.48 | 6.56 |
Consumer Defensive | 5.15 | 6.36 |
Energy | 4.25 | 4.70 |
Basic Materials | 3.23 | 4.33 |
Utilities | 1.87 | 2.70 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 17.64 | - | - | |
Schwab US Aggregate Bond Index | - | 14.50 | - | - | |
Schwab International Opportunities | - | 8.75 | - | - | |
Baird Aggregate Bond Inst | - | 6.95 | - | - | |
Schwab® International Core Equity | - | 6.45 | - | - | |
Dodge & Cox Stock I | - | 4.46 | - | - | |
Schwab Short-Term Bond Index | - | 4.21 | - | - | |
Schwab Global Real Estate | - | 4.02 | - | - | |
Schwab Select Large Cap Growth | - | 3.90 | - | - | |
PIMCO International Bond (USD-Hdg) Instl | - | 3.78 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 5.23B | 4.60 | -1.42 | - | ||
Schwab Treasury Infl Protected Sec | 2.47B | 5.02 | -0.62 | 2.44 | ||
Schwab Target 2040 | 1.21B | 14.66 | 5.28 | 8.09 | ||
US80850L7837 | 975.29M | 16.36 | 7.02 | - | ||
Schwab Target 2035 | 620.43M | 13.63 | 4.79 | 7.64 |
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