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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.16 | 0.16 | 0.00 |
Stocks | 99.84 | 99.84 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.70 | 15.20 |
Price to Book | 2.39 | 2.41 |
Price to Sales | 1.22 | 1.62 |
Price to Cash Flow | 9.34 | 10.08 |
Dividend Yield | 2.22 | 2.62 |
5 Years Earnings Growth | 9.86 | 9.69 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.08 | 20.49 |
Technology | 16.62 | 12.49 |
Healthcare | 11.77 | 15.36 |
Consumer Cyclical | 10.12 | 6.48 |
Industrials | 9.69 | 11.90 |
Communication Services | 9.45 | 5.50 |
Consumer Defensive | 7.66 | 8.47 |
Energy | 7.28 | 8.35 |
Utilities | 3.23 | 5.03 |
Basic Materials | 3.15 | 3.92 |
Real Estate | 1.95 | 3.61 |
Number of long holdings: 731
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple Inc | - | 3.44 | - | - | |
Microsoft Corp | - | 2.53 | - | - | |
JPMorgan Chase & Co | - | 2.02 | - | - | |
Exxon Mobil Corp | - | 1.88 | - | - | |
Meta Platforms Inc Class A | - | 1.83 | - | - | |
Berkshire Hathaway Inc Class B | - | 1.59 | - | - | |
Amazon.com Inc | - | 1.40 | - | - | |
Wells Fargo & Co | - | 1.32 | - | - | |
Verizon Communications Inc | - | 1.32 | - | - | |
Intel | US4581401001 | 1.30 | 30.90 | +1.28% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 88.03B | 10.55 | 11.46 | 12.90 | ||
Schwab Total Stock Market Index | 22.19B | 10.04 | 9.62 | 12.21 | ||
Schwab 1000 Index | 15.36B | 10.42 | 10.32 | 12.47 | ||
Schwab International Index | 9.19B | 5.81 | 4.88 | 4.83 | ||
Schwab Small Cap Index | 5.65B | 5.20 | -0.05 | 7.64 |
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