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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.08 | 8.34 | 7.26 |
Shares | 79.16 | 79.16 | 0.00 |
Bonds | 19.75 | 24.98 | 5.23 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.33 | 17.28 |
Price to Book | 2.43 | 2.52 |
Price to Sales | 1.69 | 1.75 |
Price to Cash Flow | 10.41 | 10.54 |
Dividend Yield | 2.19 | 2.17 |
5 Years Earnings Growth | 11.53 | 11.49 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.49 | 21.60 |
Financial Services | 13.01 | 14.89 |
Healthcare | 12.57 | 12.59 |
Consumer Cyclical | 10.93 | 11.02 |
Industrials | 10.51 | 11.59 |
Real Estate | 8.00 | 4.03 |
Communication Services | 7.35 | 6.44 |
Consumer Defensive | 5.51 | 6.36 |
Basic Materials | 3.98 | 4.33 |
Energy | 3.88 | 4.60 |
Utilities | 1.77 | 2.54 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 19.47 | - | - | |
Schwab International Opportunities | - | 11.27 | - | - | |
Schwab® International Core Equity | - | 8.81 | - | - | |
Schwab US Aggregate Bond Index | - | 6.19 | - | - | |
Dodge & Cox Stock I | - | 5.72 | - | - | |
Schwab Select Large Cap Growth | - | 5.35 | - | - | |
ClearBridge Large Cap Growth IS | - | 4.97 | - | - | |
Schwab Global Real Estate | - | 4.94 | - | - | |
Schwab Fundamental US Large Company Idx | - | 4.58 | - | - | |
Schwab Small-Cap Equity | - | 4.18 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 4.55B | -0.77 | -2.56 | - | ||
Schwab Treasury Infl Protected Sec | 2.59B | 0.00 | -0.62 | 2.11 | ||
Schwab Target 2030 | 960.77M | 4.91 | 3.52 | 6.54 | ||
US80850L7837 | 795.6M | 6.58 | 5.90 | - | ||
Schwab Target 2035 | 570.95M | 5.80 | 4.15 | 7.06 |
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