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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.25 | 0.25 | 0.00 |
Shares | 99.75 | 99.75 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.34 | 19.98 |
Price to Book | 3.65 | 3.86 |
Price to Sales | 2.42 | 2.56 |
Price to Cash Flow | 13.11 | 13.66 |
Dividend Yield | 1.52 | 1.58 |
5 Years Earnings Growth | 10.05 | 10.94 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.37 | 27.78 |
Financial Services | 14.38 | 15.01 |
Healthcare | 10.97 | 12.64 |
Consumer Cyclical | 10.46 | 10.32 |
Communication Services | 8.75 | 8.44 |
Industrials | 8.69 | 9.62 |
Consumer Defensive | 5.84 | 6.33 |
Energy | 3.25 | 3.91 |
Real Estate | 2.75 | 2.32 |
Utilities | 2.47 | 2.78 |
Basic Materials | 2.07 | 2.38 |
Number of long holdings: 3,063
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.91 | 200.85 | +0.45% | |
Microsoft | US5949181045 | 5.44 | 460.36 | +0.37% | |
NVIDIA | US67066G1040 | 4.94 | 135.13 | -2.92% | |
Amazon.com | US0231351067 | 3.22 | 205.01 | -0.34% | |
Meta Platforms | US30303M1027 | 2.23 | 647.49 | +0.38% | |
Berkshire Hathaway B | US0846707026 | 1.81 | 503.96 | -0.44% | |
Alphabet A | US02079K3059 | 1.72 | 171.74 | -0.07% | |
Broadcom | US11135F1012 | 1.67 | 242.07 | +0.04% | |
Tesla | US88160R1014 | 1.46 | 346.46 | -3.34% | |
Alphabet C | US02079K1079 | 1.41 | 172.85 | -0.06% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 111.87B | -4.93 | 12.14 | 12.27 | ||
Schwab 1000 Index | 17.89B | -5.16 | 11.75 | 11.84 | ||
Schwab International Index | 11.14B | 12.38 | 10.59 | 5.57 | ||
Schwab Fundamental US Large Company | 9.49B | -3.09 | 9.63 | 10.83 | ||
Schwab Small Cap Index | 6.14B | -11.54 | 3.34 | 6.38 |
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