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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 | 20.90 | 20.16 |
Price to Book | 3.90 | 3.82 |
Price to Sales | 2.57 | 2.50 |
Price to Cash Flow | 14.73 | 13.99 |
Dividend Yield | 1.41 | 1.58 |
5 Years Earnings Growth | 11.85 | 11.94 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.25 | 27.57 |
Financial Services | 12.91 | 14.16 |
Healthcare | 11.73 | 13.49 |
Consumer Cyclical | 10.41 | 10.07 |
Industrials | 8.75 | 9.77 |
Communication Services | 8.25 | 8.14 |
Consumer Defensive | 5.52 | 6.41 |
Energy | 3.43 | 4.12 |
Real Estate | 2.89 | 2.42 |
Utilities | 2.54 | 2.68 |
Basic Materials | 2.30 | 2.62 |
Number of long holdings: 3,192
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.30 | 222.91 | -1.33% | |
Microsoft | US5949181045 | 5.68 | 410.37 | +0.99% | |
NVIDIA | US67066G1040 | 5.31 | 135.40 | +1.99% | |
Amazon.com | US0231351067 | 3.09 | 197.93 | +6.19% | |
Meta Platforms | US30303M1027 | 2.22 | 567.16 | -0.07% | |
Alphabet A | US02079K3059 | 1.73 | 171.29 | +0.11% | |
Berkshire Hathaway B | US0846707026 | 1.50 | 452.14 | +0.27% | |
Broadcom | US11135F1012 | 1.43 | 168.92 | -0.50% | |
Alphabet C | US02079K1079 | 1.43 | 172.65 | -0.02% | |
Tesla | US88160R1014 | 1.29 | 248.98 | -0.35% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 104.15B | 22.04 | 11.88 | 13.32 | ||
Schwab 1000 Index | 17.36B | 21.19 | 10.66 | 12.91 | ||
Schwab International Index | 9.86B | 13.08 | 5.73 | 5.77 | ||
Schwab Fundamental US Large Company | 9.38B | 17.55 | 12.20 | 11.86 | ||
Schwab Small Cap Index | 6.33B | 11.23 | 1.91 | 8.84 |
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