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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.28 | 0.28 | 0.00 |
Stocks | 99.72 | 99.72 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.59 | 19.65 |
Price to Book | 3.75 | 3.70 |
Price to Sales | 2.42 | 2.36 |
Price to Cash Flow | 13.82 | 13.57 |
Dividend Yield | 1.52 | 1.61 |
5 Years Earnings Growth | 11.61 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.73 | 26.48 |
Financial Services | 12.87 | 14.24 |
Healthcare | 11.98 | 13.69 |
Consumer Cyclical | 10.44 | 10.25 |
Industrials | 9.15 | 10.19 |
Communication Services | 8.69 | 8.20 |
Consumer Defensive | 5.83 | 6.53 |
Energy | 4.21 | 4.46 |
Real Estate | 2.44 | 2.35 |
Utilities | 2.36 | 2.44 |
Basic Materials | 2.29 | 2.75 |
Number of long holdings: 996
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.19 | 415.13 | +0.23% | |
Apple | US0378331005 | 5.29 | 192.25 | +0.54% | |
NVIDIA | US67066G1040 | 4.57 | 1,096.33 | -0.82% | |
Amazon.com | US0231351067 | 3.42 | 176.44 | -1.60% | |
Alphabet A | US02079K3059 | 2.05 | 172.50 | +0.23% | |
Meta Platforms | US30303M1027 | 2.03 | 466.83 | +0.05% | |
Alphabet C | US02079K1079 | 1.74 | 173.96 | +0.21% | |
Berkshire Hathaway B | US0846707026 | 1.54 | 414.40 | +1.42% | |
Eli Lilly | US5324571083 | 1.33 | 820.34 | +0.65% | |
Broadcom | US11135F1012 | 1.22 | 1,328.55 | -2.45% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 93.4B | 6.02 | 8.03 | 12.35 | ||
Schwab Total Stock Market Index | 23.35B | 5.20 | 6.21 | 11.70 | ||
Schwab International Index | 9.7B | 2.39 | 2.74 | 4.32 | ||
Schwab Fundamental US Large Company | 8.62B | 4.33 | 8.35 | 10.98 | ||
Schwab Small Cap Index | 5.92B | -2.21 | -3.13 | 7.28 |
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