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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.370 | 0.370 | 0.000 |
Shares | 99.630 | 99.630 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.586 | 28.238 |
Price to Book | 10.430 | 6.943 |
Price to Sales | 5.078 | 4.427 |
Price to Cash Flow | 20.287 | 18.740 |
Dividend Yield | 0.676 | 0.721 |
5 Years Earnings Growth | 16.153 | 15.847 |
Name | Net % | Category Average |
---|---|---|
Technology | 50.360 | 39.824 |
Consumer Cyclical | 14.020 | 13.560 |
Communication Services | 12.790 | 11.510 |
Healthcare | 7.790 | 12.483 |
Financial Services | 6.020 | 9.242 |
Consumer Defensive | 3.640 | 3.607 |
Industrials | 3.500 | 7.059 |
Basic Materials | 0.640 | 1.771 |
Real Estate | 0.590 | 1.558 |
Energy | 0.410 | 1.642 |
Utilities | 0.230 | 1.097 |
Number of long holdings: 393
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 12.17 | 222.01 | -0.40% | |
Microsoft | US5949181045 | 11.50 | 408.46 | -0.47% | |
NVIDIA | US67066G1040 | 10.21 | 136.05 | +0.48% | |
Amazon.com | US0231351067 | 6.22 | 195.78 | -1.09% | |
Meta Platforms | US30303M1027 | 4.51 | 560.68 | -1.14% | |
Alphabet A | US02079K3059 | 3.50 | 169.24 | -1.20% | |
Alphabet C | US02079K1079 | 2.96 | 170.68 | -1.14% | |
Broadcom | US11135F1012 | 2.82 | 168.55 | -0.22% | |
Tesla | US88160R1014 | 2.62 | 242.84 | -2.47% | |
Eli Lilly | US5324571083 | 2.55 | 806.14 | -1.56% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 104.57B | 22.04 | 11.88 | 13.32 | ||
Schwab Total Stock Market Index | 25.77B | 20.60 | 10.11 | 12.72 | ||
Schwab 1000 Index | 17.43B | 21.19 | 10.66 | 12.91 | ||
Schwab International Index | 9.9B | 13.08 | 5.73 | 5.77 | ||
Schwab Fundamental US Large Company | 9.39B | 17.55 | 12.20 | 11.86 |
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