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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.96 | 7.92 | 6.96 |
Shares | 77.06 | 77.06 | 0.00 |
Bonds | 21.95 | 27.18 | 5.23 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.00 | 17.04 |
Price to Book | 2.33 | 2.54 |
Price to Sales | 1.70 | 1.85 |
Price to Cash Flow | 9.91 | 10.44 |
Dividend Yield | 2.38 | 2.21 |
5 Years Earnings Growth | 9.34 | 10.75 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.52 | 21.65 |
Financial Services | 14.87 | 16.39 |
Healthcare | 12.29 | 11.64 |
Industrials | 10.89 | 11.36 |
Consumer Cyclical | 10.06 | 10.90 |
Communication Services | 7.99 | 7.02 |
Real Estate | 7.80 | 4.10 |
Consumer Defensive | 5.39 | 6.10 |
Energy | 3.94 | 4.17 |
Basic Materials | 3.22 | 3.93 |
Utilities | 2.02 | 2.76 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 18.78 | - | - | |
Schwab International Opportunities | - | 12.14 | - | - | |
Schwab® International Core Equity | - | 9.13 | - | - | |
Schwab Select Large Cap Growth | - | 7.36 | - | - | |
Schwab US Aggregate Bond Index | - | 7.26 | - | - | |
Dodge & Cox Stock I | - | 5.37 | - | - | |
Schwab Global Real Estate | - | 4.83 | - | - | |
Schwab Fundamental US Large Company Idx | - | 4.58 | - | - | |
Schwab Core Equity | - | 3.84 | - | - | |
Schwab Small-Cap Equity | - | 3.75 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 5.29B | 3.18 | 1.91 | - | ||
Schwab Treasury Infl Protected Sec | 2.55B | 4.32 | 0.74 | 2.37 | ||
US80850L7837 | 1.11B | -0.32 | 8.95 | - | ||
Schwab Target 2030 | 952.71M | 0.87 | 7.10 | 6.36 | ||
Schwab Target 2035 | 605.45M | 0.47 | 7.69 | 6.82 |
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