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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.31 | 0.31 | 0.00 |
Shares | 99.69 | 99.69 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.92 | 21.06 |
Price to Book | 4.01 | 4.01 |
Price to Sales | 2.71 | 2.70 |
Price to Cash Flow | 14.40 | 14.11 |
Dividend Yield | 1.37 | 1.53 |
5 Years Earnings Growth | 9.92 | 10.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.43 | 29.26 |
Financial Services | 13.76 | 14.85 |
Consumer Cyclical | 10.62 | 10.31 |
Communication Services | 9.31 | 8.78 |
Healthcare | 9.06 | 11.50 |
Industrials | 9.01 | 9.88 |
Consumer Defensive | 5.00 | 6.04 |
Energy | 3.09 | 3.66 |
Real Estate | 2.46 | 2.22 |
Utilities | 2.37 | 2.62 |
Basic Materials | 1.87 | 2.36 |
Number of long holdings: 3,022
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.05 | 174.18 | -3.32% | |
Microsoft | US5949181045 | 6.45 | 506.69 | -0.58% | |
Apple | US0378331005 | 5.04 | 232.14 | -0.18% | |
Amazon.com | US0231351067 | 3.60 | 229.00 | -1.12% | |
Meta Platforms | US30303M1027 | 2.73 | 738.70 | -1.65% | |
Broadcom | US11135F1012 | 2.25 | 297.39 | -3.65% | |
Alphabet A | US02079K3059 | 1.82 | 212.91 | +0.60% | |
Alphabet C | US02079K1079 | 1.47 | 213.53 | +0.55% | |
Berkshire Hathaway B | US0846707026 | 1.41 | 502.98 | +0.62% | |
Tesla | US88160R1014 | 1.41 | 333.87 | -3.50% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 123.72B | 8.57 | 17.07 | 13.56 | ||
Schwab 1000 Index | 19.6B | 8.48 | 16.88 | 13.20 | ||
Schwab International Index | 11.97B | 17.47 | 13.16 | 6.18 | ||
Schwab Fundamental US Large Company | 10.21B | 5.35 | 12.95 | 11.87 | ||
Schwab Small Cap Index | 6.99B | -0.03 | 7.10 | 7.49 |
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