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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.460 | 0.460 | 0.000 |
Stocks | 99.540 | 99.540 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.746 | 19.649 |
Price to Book | 4.110 | 3.696 |
Price to Sales | 2.662 | 2.360 |
Price to Cash Flow | 14.991 | 13.569 |
Dividend Yield | 1.441 | 1.613 |
5 Years Earnings Growth | 11.867 | 11.606 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.580 | 26.477 |
Financial Services | 12.680 | 14.235 |
Healthcare | 12.450 | 13.688 |
Consumer Cyclical | 10.500 | 10.247 |
Communication Services | 8.950 | 8.200 |
Industrials | 8.320 | 10.186 |
Consumer Defensive | 5.930 | 6.528 |
Energy | 3.950 | 4.458 |
Real Estate | 2.280 | 2.353 |
Utilities | 2.200 | 2.440 |
Basic Materials | 2.150 | 2.750 |
Number of long holdings: 503
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.04 | - | - | |
Apple Inc | - | 5.61 | - | - | |
NVIDIA Corp | - | 5.03 | - | - | |
Amazon.com Inc | - | 3.71 | - | - | |
Meta Platforms Inc Class A | - | 2.41 | - | - | |
Alphabet Inc Class A | - | 2.00 | - | - | |
Berkshire Hathaway Inc Class B | - | 1.72 | - | - | |
Alphabet Inc Class C | - | 1.69 | - | - | |
Eli Lilly and Co | - | 1.40 | - | - | |
Broadcom Inc | - | 1.31 | - | - |
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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