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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.03 | 11.25 | 10.22 |
Stocks | 61.34 | 61.34 | 0.00 |
Bonds | 37.66 | 44.79 | 7.13 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.70 | 17.24 |
Price to Book | 2.50 | 2.56 |
Price to Sales | 1.76 | 1.78 |
Price to Cash Flow | 10.72 | 10.66 |
Dividend Yield | 2.15 | 2.13 |
5 Years Earnings Growth | 11.38 | 11.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.71 | 21.26 |
Financial Services | 12.67 | 14.79 |
Healthcare | 12.65 | 12.52 |
Consumer Cyclical | 10.79 | 10.87 |
Industrials | 10.39 | 11.63 |
Real Estate | 8.44 | 4.24 |
Communication Services | 7.38 | 6.46 |
Consumer Defensive | 5.52 | 6.49 |
Energy | 3.87 | 4.75 |
Basic Materials | 3.80 | 4.40 |
Utilities | 1.78 | 2.65 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 17.76 | - | - | |
Schwab US Aggregate Bond Index | - | 13.93 | - | - | |
Schwab International Opportunities | - | 8.71 | - | - | |
Schwab® International Core Equity | - | 6.39 | - | - | |
Baird Aggregate Bond Inst | - | 6.22 | - | - | |
Dodge & Cox Stock I | - | 4.73 | - | - | |
Schwab Short-Term Bond Index | - | 4.20 | - | - | |
Schwab Global Real Estate | - | 4.09 | - | - | |
PIMCO International Bond (USD-Hdg) Instl | - | 3.97 | - | - | |
Western Asset Core Plus Bond IS | - | 3.85 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 4.58B | -3.16 | -3.59 | - | ||
Schwab Treasury Infl Protected Sec | 2.61B | -1.57 | -1.60 | 1.81 | ||
Schwab Target 2040 | 1.15B | 2.51 | 1.98 | 7.10 | ||
US80850L7837 | 825.07M | 2.48 | 3.16 | - | ||
Schwab Target 2035 | 586.74M | 2.02 | 1.64 | 6.70 |
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