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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.85 | 7.95 | 7.10 |
Shares | 76.77 | 76.77 | 0.00 |
Bonds | 22.35 | 27.59 | 5.24 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.34 | 17.18 |
Price to Book | 2.42 | 2.56 |
Price to Sales | 1.79 | 1.87 |
Price to Cash Flow | 10.06 | 10.59 |
Dividend Yield | 2.21 | 2.19 |
5 Years Earnings Growth | 10.14 | 10.94 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.76 | 21.84 |
Financial Services | 13.99 | 16.25 |
Healthcare | 11.76 | 11.59 |
Industrials | 11.05 | 11.38 |
Consumer Cyclical | 10.70 | 10.96 |
Communication Services | 8.24 | 7.03 |
Real Estate | 7.78 | 4.09 |
Consumer Defensive | 5.13 | 6.05 |
Energy | 3.55 | 4.12 |
Basic Materials | 3.01 | 3.94 |
Utilities | 2.03 | 2.75 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 18.89 | - | - | |
Schwab International Opportunities | - | 11.67 | - | - | |
Schwab® International Core Equity | - | 9.02 | - | - | |
Schwab Select Large Cap Growth | - | 7.28 | - | - | |
Schwab US Aggregate Bond Index | - | 7.22 | - | - | |
Dodge & Cox Stock I | - | 5.56 | - | - | |
Schwab Global Real Estate | - | 4.76 | - | - | |
Schwab Fundamental US Large Company Idx | - | 4.73 | - | - | |
Schwab Core Equity | - | 3.84 | - | - | |
Schwab Small-Cap Equity | - | 3.83 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 5.36B | 2.72 | 0.45 | - | ||
Schwab Treasury Infl Protected Sec | 2.55B | 4.22 | 0.03 | 2.42 | ||
US80850L7837 | 1.07B | -0.65 | 6.05 | - | ||
Schwab Target 2030 | 944.13M | 0.37 | 4.57 | 6.38 | ||
Schwab Target 2035 | 595.87M | -0.06 | 4.96 | 6.84 |
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