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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.88 | 10.95 | 10.07 |
Shares | 71.22 | 71.22 | 0.00 |
Bonds | 27.93 | 35.03 | 7.10 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.50 | 17.47 |
Price to Book | 2.46 | 2.58 |
Price to Sales | 1.72 | 1.82 |
Price to Cash Flow | 10.54 | 10.89 |
Dividend Yield | 2.18 | 2.08 |
5 Years Earnings Growth | 11.46 | 11.49 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.56 | 21.65 |
Financial Services | 12.82 | 15.02 |
Healthcare | 12.53 | 12.52 |
Consumer Cyclical | 10.88 | 10.91 |
Industrials | 10.46 | 11.58 |
Real Estate | 8.31 | 4.00 |
Communication Services | 7.35 | 6.69 |
Consumer Defensive | 5.53 | 6.26 |
Basic Materials | 3.90 | 4.28 |
Energy | 3.88 | 4.60 |
Utilities | 1.79 | 2.49 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 18.88 | - | - | |
Schwab International Opportunities | - | 10.29 | - | - | |
Schwab US Aggregate Bond Index | - | 9.58 | - | - | |
Schwab® International Core Equity | - | 7.59 | - | - | |
Dodge & Cox Stock I | - | 4.96 | - | - | |
Schwab Global Real Estate | - | 4.65 | - | - | |
Schwab Select Large Cap Growth | - | 4.50 | - | - | |
ClearBridge Large Cap Growth IS | - | 4.46 | - | - | |
Schwab Fundamental US Large Company Idx | - | 4.03 | - | - | |
PIMCO International Bond (USD-Hdg) Instl | - | 3.94 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 4.6B | -3.16 | -3.59 | - | ||
Schwab Treasury Infl Protected Sec | 2.62B | -1.57 | -1.60 | 1.81 | ||
Schwab Target 2040 | 1.16B | 2.51 | 1.98 | 7.10 | ||
Schwab Target 2030 | 986.34M | 1.42 | 1.23 | 6.21 | ||
US80850L7837 | 835.08M | 2.48 | 3.16 | - |
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