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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.77 | 11.40 | 10.63 |
Stocks | 70.75 | 70.75 | 0.00 |
Bonds | 28.52 | 36.31 | 7.79 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.00 | 17.42 |
Price to Book | 2.41 | 2.58 |
Price to Sales | 1.70 | 1.81 |
Price to Cash Flow | 10.38 | 10.88 |
Dividend Yield | 2.25 | 2.09 |
5 Years Earnings Growth | 11.56 | 11.49 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.87 | 21.72 |
Financial Services | 12.90 | 15.04 |
Healthcare | 12.60 | 12.46 |
Consumer Cyclical | 10.70 | 10.89 |
Industrials | 10.54 | 11.64 |
Real Estate | 8.21 | 3.98 |
Communication Services | 7.37 | 6.74 |
Consumer Defensive | 5.26 | 6.22 |
Energy | 4.12 | 4.60 |
Basic Materials | 3.59 | 4.24 |
Utilities | 1.84 | 2.47 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 18.86 | - | - | |
Schwab International Opportunities | - | 10.33 | - | - | |
Schwab US Aggregate Bond Index | - | 9.74 | - | - | |
Schwab® International Core Equity | - | 7.53 | - | - | |
Dodge & Cox Stock I | - | 4.89 | - | - | |
Schwab Global Real Estate | - | 4.56 | - | - | |
Schwab Select Large Cap Growth | - | 4.48 | - | - | |
ClearBridge Large Cap Growth IS | - | 4.38 | - | - | |
PIMCO International Bond (USD-Hdg) Instl | - | 4.07 | - | - | |
Schwab Fundamental US Large Company Idx | - | 4.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 4.66B | -3.16 | -3.59 | - | ||
Schwab Treasury Infl Protected Sec | 2.59B | -1.57 | -1.60 | 1.81 | ||
Schwab Target 2040 | 1.14B | 2.51 | 1.98 | 7.10 | ||
Schwab Target 2030 | 968.41M | 1.42 | 1.23 | 6.21 | ||
US80850L7837 | 824.27M | 2.48 | 3.16 | - |
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