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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.670 | 5.670 | 0.000 |
Stocks | 79.380 | 79.380 | 0.000 |
Bonds | 14.940 | 14.950 | 0.010 |
Preferred | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.550 | 17.891 |
Price to Book | 2.526 | 2.623 |
Price to Sales | 1.743 | 1.846 |
Price to Cash Flow | 10.825 | 11.171 |
Dividend Yield | 2.055 | 2.180 |
5 Years Earnings Growth | 10.971 | 10.882 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.120 | 21.513 |
Financial Services | 14.470 | 15.361 |
Healthcare | 13.110 | 11.819 |
Industrials | 11.730 | 11.394 |
Consumer Cyclical | 10.770 | 10.887 |
Communication Services | 6.530 | 6.562 |
Consumer Defensive | 6.200 | 6.787 |
Energy | 4.580 | 4.961 |
Basic Materials | 3.910 | 4.046 |
Real Estate | 3.140 | 3.879 |
Utilities | 2.440 | 2.788 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 44.86 | - | - | |
Schwab International Index | - | 20.00 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 15.12 | - | - | |
Schwab Small Cap Index | - | 14.90 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
KS Schwab Moderate Index | 732.84M | 1.24 | 1.89 | 6.27 | ||
KS Advisor Disciplined Growth A | 10.24 | 10.16 | 12.18 |
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