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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.88 | 0.88 | 0.00 |
Stocks | 99.09 | 99.09 | 0.00 |
Bonds | 0.01 | 0.01 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.74 | 17.71 |
Price to Book | 2.04 | 2.74 |
Price to Sales | 1.30 | 1.86 |
Price to Cash Flow | 9.25 | 11.18 |
Dividend Yield | 2.62 | 2.01 |
5 Years Earnings Growth | 10.52 | 11.55 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.11 | 20.73 |
Financial Services | 14.55 | 14.97 |
Industrials | 11.29 | 12.71 |
Consumer Cyclical | 10.94 | 11.93 |
Healthcare | 10.25 | 12.68 |
Real Estate | 7.93 | 4.01 |
Communication Services | 6.84 | 6.61 |
Consumer Defensive | 5.96 | 6.27 |
Energy | 5.07 | 4.68 |
Basic Materials | 4.68 | 3.84 |
Utilities | 2.39 | 2.49 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 27.29 | - | - | |
Schwab International Index | - | 16.12 | - | - | |
Schwab Fundamental US Large Company Idx | - | 13.50 | - | - | |
Schwab ® US Large-Cap Growth Idx | - | 8.95 | - | - | |
Schwab Small Cap Index | - | 8.11 | - | - | |
Schwab Fdmtl Intl Lg Co Idx | - | 7.11 | - | - | |
Schwab Fdmtl Emerg Mkts Lg Co Idx | - | 5.03 | - | - | |
Schwab Fdmtl Intl Sm Co Idx | - | 5.03 | - | - | |
Schwab U.S. REIT | US8085248479 | 4.99 | 19.75 | +0.20% | |
Schwab Fundamental US Small Company Idx | - | 3.38 | - | - |
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 1000 Index | 16.1B | 5.71 | 6.86 | 11.94 | ||
Schwab International Index | 9.7B | 2.39 | 2.74 | 4.32 | ||
Schwab Fundamental US Large Company | 8.62B | 4.33 | 8.35 | 10.98 |
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