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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.21 | 0.21 | 0.00 |
Stocks | 99.79 | 99.79 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.27 | 19.63 |
Price to Book | 3.71 | 3.70 |
Price to Sales | 2.39 | 2.36 |
Price to Cash Flow | 14.12 | 13.57 |
Dividend Yield | 1.43 | 1.61 |
5 Years Earnings Growth | 11.95 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.38 | 26.58 |
Financial Services | 13.07 | 14.22 |
Healthcare | 12.32 | 13.75 |
Consumer Cyclical | 10.58 | 10.29 |
Industrials | 9.45 | 10.15 |
Communication Services | 8.26 | 8.16 |
Consumer Defensive | 5.56 | 6.51 |
Energy | 4.06 | 4.38 |
Real Estate | 2.78 | 2.38 |
Basic Materials | 2.39 | 2.74 |
Utilities | 2.14 | 2.39 |
Number of long holdings: 3,351
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.10 | - | - | |
Apple Inc | - | 4.86 | - | - | |
NVIDIA Corp | - | 4.36 | - | - | |
Amazon.com Inc | - | 3.22 | - | - | |
Meta Platforms Inc Class A | - | 2.08 | - | - | |
Alphabet Inc Class A | - | 1.74 | - | - | |
Berkshire Hathaway Inc Class B | - | 1.49 | - | - | |
Alphabet Inc Class C | - | 1.47 | - | - | |
Eli Lilly and Co | - | 1.21 | - | - | |
Broadcom Inc | - | 1.14 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 90.06B | 10.55 | 11.46 | 12.90 | ||
Schwab 1000 Index | 15.69B | 10.42 | 10.32 | 12.47 | ||
Schwab International Index | 9.42B | 5.81 | 4.88 | 4.83 | ||
Schwab Fundamental US Large Company | 8.39B | 9.35 | 11.46 | 11.62 | ||
Schwab Small Cap Index | 5.81B | 5.20 | -0.05 | 7.64 |
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