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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.37 | 10.51 | 10.14 |
Shares | 58.51 | 58.53 | 0.02 |
Bonds | 41.08 | 47.77 | 6.69 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.33 | 17.23 |
Price to Book | 2.52 | 2.60 |
Price to Sales | 1.82 | 1.89 |
Price to Cash Flow | 10.88 | 10.75 |
Dividend Yield | 2.28 | 2.16 |
5 Years Earnings Growth | 8.96 | 10.55 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.30 | 21.50 |
Financial Services | 14.39 | 16.31 |
Healthcare | 12.22 | 11.72 |
Industrials | 10.54 | 11.37 |
Consumer Cyclical | 10.07 | 10.64 |
Communication Services | 8.14 | 7.01 |
Real Estate | 8.07 | 4.22 |
Consumer Defensive | 5.46 | 6.33 |
Energy | 3.68 | 4.19 |
Basic Materials | 3.05 | 3.87 |
Utilities | 2.10 | 2.87 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 17.34 | - | - | |
Schwab US Aggregate Bond Index | - | 15.58 | - | - | |
Schwab International Opportunities | - | 8.55 | - | - | |
Baird Aggregate Bond Inst | - | 6.70 | - | - | |
Schwab® International Core Equity | - | 6.28 | - | - | |
Schwab Select Large Cap Growth | - | 5.51 | - | - | |
Schwab Short-Term Bond Index | - | 4.57 | - | - | |
Dodge & Cox Stock I | - | 4.13 | - | - | |
PIMCO International Bond (USD-Hdg) Instl | - | 3.90 | - | - | |
Schwab Global Real Estate | - | 3.80 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 5.35B | 2.38 | 1.44 | - | ||
Schwab Treasury Infl Protected Sec | 2.58B | 3.72 | 0.89 | 2.39 | ||
Schwab Target 2040 | 1.24B | 4.35 | 9.51 | 7.53 | ||
US80850L7837 | 1.17B | 4.46 | 10.62 | - | ||
Schwab Target 2035 | 627.12M | 4.17 | 8.86 | 7.11 |
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