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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.82 | 6.35 | 5.53 |
Shares | 84.11 | 84.12 | 0.01 |
Bonds | 15.05 | 18.92 | 3.87 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.34 | 17.70 |
Price to Book | 2.49 | 2.67 |
Price to Sales | 1.80 | 1.94 |
Price to Cash Flow | 10.82 | 11.02 |
Dividend Yield | 2.28 | 2.09 |
5 Years Earnings Growth | 9.07 | 10.29 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.07 | 22.54 |
Financial Services | 14.91 | 16.59 |
Healthcare | 11.87 | 11.38 |
Industrials | 10.93 | 11.38 |
Consumer Cyclical | 10.25 | 10.90 |
Communication Services | 8.35 | 7.26 |
Real Estate | 7.25 | 3.48 |
Consumer Defensive | 5.47 | 6.14 |
Energy | 3.59 | 3.92 |
Basic Materials | 3.34 | 3.77 |
Utilities | 1.96 | 2.63 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 19.66 | - | - | |
Schwab International Opportunities | - | 13.14 | - | - | |
Schwab® International Core Equity | - | 9.71 | - | - | |
Schwab Select Large Cap Growth | - | 8.77 | - | - | |
Dodge & Cox Stock I | - | 5.92 | - | - | |
Schwab Global Real Estate | - | 4.86 | - | - | |
Schwab Fundamental US Large Company Idx | - | 4.74 | - | - | |
Schwab US Aggregate Bond Index | - | 4.63 | - | - | |
Schwab Small-Cap Equity | - | 4.35 | - | - | |
Schwab Core Equity | - | 4.14 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 5.3B | 4.00 | 2.49 | - | ||
Schwab Treasury Infl Protected Sec | 2.62B | 4.72 | 2.30 | 2.59 | ||
Schwab Target 2040 | 1.26B | 8.36 | 13.81 | 8.11 | ||
US80850L7837 | 1.22B | 8.76 | 15.09 | - | ||
Schwab Target 2030 | 994.5M | 7.28 | 11.60 | 7.09 |
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