Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.36 | 0.36 | 0.00 |
Stocks | 99.64 | 99.64 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.94 | 15.28 |
Price to Book | 2.26 | 2.41 |
Price to Sales | 1.17 | 1.62 |
Price to Cash Flow | 8.88 | 10.12 |
Dividend Yield | 2.38 | 2.62 |
5 Years Earnings Growth | 9.92 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.25 | 20.54 |
Technology | 16.29 | 12.44 |
Healthcare | 11.59 | 15.25 |
Consumer Cyclical | 9.78 | 6.46 |
Industrials | 9.67 | 11.92 |
Communication Services | 9.47 | 5.46 |
Consumer Defensive | 7.92 | 8.47 |
Energy | 7.50 | 8.52 |
Utilities | 3.50 | 5.05 |
Basic Materials | 3.12 | 3.94 |
Real Estate | 1.89 | 3.57 |
Number of long holdings: 731
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.58 | 192.25 | +0.54% | |
Microsoft | US5949181045 | 2.45 | 415.13 | +0.23% | |
JPMorgan | US46625H1005 | 2.03 | 202.63 | +1.66% | |
Exxon Mobil | US30231G1022 | 2.00 | 117.26 | +2.87% | |
Meta Platforms | US30303M1027 | 1.70 | 466.83 | +0.05% | |
Berkshire Hathaway B | US0846707026 | 1.57 | 414.40 | +1.42% | |
Amazon.com | US0231351067 | 1.42 | 176.44 | -1.60% | |
Wells Fargo&Co | US9497461015 | 1.42 | 59.92 | +1.20% | |
Alphabet A | US02079K3059 | 1.36 | 172.50 | +0.23% | |
Bank of America | US0605051046 | 1.32 | 39.99 | +3.52% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 92.62B | 6.02 | 8.03 | 12.35 | ||
Schwab Total Stock Market Index | 23.17B | 5.20 | 6.21 | 11.70 | ||
Schwab 1000 Index | 15.98B | 5.71 | 6.86 | 11.94 | ||
Schwab International Index | 9.6B | 2.39 | 2.74 | 4.32 | ||
Schwab Small Cap Index | 5.88B | -2.21 | -3.13 | 7.28 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review