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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.27 | 0.27 | 0.00 |
Shares | 99.73 | 99.73 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.62 | 19.91 |
Price to Book | 3.84 | 3.85 |
Price to Sales | 2.52 | 2.52 |
Price to Cash Flow | 14.37 | 14.05 |
Dividend Yield | 1.43 | 1.57 |
5 Years Earnings Growth | 11.60 | 11.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.32 | 27.68 |
Financial Services | 13.36 | 14.15 |
Healthcare | 11.31 | 13.32 |
Consumer Cyclical | 10.29 | 10.12 |
Industrials | 8.73 | 9.82 |
Communication Services | 8.48 | 8.18 |
Consumer Defensive | 5.41 | 6.36 |
Energy | 3.49 | 4.04 |
Real Estate | 2.81 | 2.41 |
Utilities | 2.56 | 2.72 |
Basic Materials | 2.25 | 2.60 |
Number of long holdings: 3,206
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.16 | 233.80 | +0.40% | |
NVIDIA | US67066G1040 | 5.86 | 136.81 | +0.58% | |
Microsoft | US5949181045 | 5.42 | 424.07 | +1.26% | |
Amazon.com | US0231351067 | 3.12 | 206.43 | +2.47% | |
Meta Platforms | US30303M1027 | 2.22 | 571.26 | +1.09% | |
Alphabet A | US02079K3059 | 1.80 | 168.13 | +0.29% | |
Alphabet C | US02079K1079 | 1.49 | 169.83 | +0.24% | |
Berkshire Hathaway B | US0846707026 | 1.48 | 473.86 | -0.75% | |
Broadcom | US11135F1012 | 1.42 | 164.54 | -0.17% | |
Tesla | US88160R1014 | 1.24 | 340.87 | +0.67% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 109.81B | 20.93 | 9.05 | 12.95 | ||
Schwab 1000 Index | 18.28B | 20.33 | 7.95 | 12.56 | ||
Schwab International Index | 9.73B | 6.83 | 2.70 | 5.24 | ||
Schwab Fundamental US Large Company | 9.88B | 16.07 | 9.84 | 11.49 | ||
Schwab Small Cap Index | 6.95B | 9.60 | 0.01 | 7.99 |
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