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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.740 | 5.740 | 0.000 |
Stocks | 59.480 | 59.480 | 0.000 |
Bonds | 34.760 | 34.790 | 0.030 |
Preferred | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.671 | 17.363 |
Price to Book | 2.570 | 2.809 |
Price to Sales | 1.775 | 1.967 |
Price to Cash Flow | 10.990 | 11.455 |
Dividend Yield | 2.049 | 2.187 |
5 Years Earnings Growth | 10.968 | 11.132 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.400 | 21.670 |
Financial Services | 14.430 | 15.298 |
Healthcare | 13.050 | 13.737 |
Industrials | 11.570 | 10.946 |
Consumer Cyclical | 10.770 | 9.559 |
Communication Services | 6.680 | 6.800 |
Consumer Defensive | 6.240 | 6.920 |
Energy | 4.520 | 5.405 |
Basic Materials | 3.850 | 3.547 |
Real Estate | 3.050 | 3.381 |
Utilities | 2.430 | 2.737 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 34.89 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 29.08 | - | - | |
Schwab International Index | - | 14.94 | - | - | |
Schwab Small Cap Index | - | 9.93 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 6.03 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
KS Schwab Moderately Aggressive Ind | 936.5M | 2.41 | 3.26 | 7.72 | ||
KS Advisor Disciplined Growth A | 10.24 | 10.16 | 12.18 |
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