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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.370 | 5.390 | 0.020 |
Stocks | 60.110 | 60.110 | 0.000 |
Bonds | 34.520 | 34.580 | 0.060 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.011 | 17.310 |
Price to Book | 2.616 | 2.803 |
Price to Sales | 1.812 | 1.962 |
Price to Cash Flow | 11.445 | 11.434 |
Dividend Yield | 2.017 | 2.201 |
5 Years Earnings Growth | 10.991 | 11.162 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.940 | 21.618 |
Financial Services | 14.500 | 15.325 |
Healthcare | 12.990 | 13.676 |
Industrials | 11.650 | 10.981 |
Consumer Cyclical | 10.600 | 9.503 |
Communication Services | 6.760 | 6.867 |
Consumer Defensive | 6.390 | 6.914 |
Energy | 4.720 | 5.489 |
Basic Materials | 3.860 | 3.522 |
Real Estate | 3.000 | 3.328 |
Utilities | 2.610 | 2.778 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 35.18 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 28.91 | - | - | |
Schwab International Index | - | 15.12 | - | - | |
Schwab Small Cap Index | - | 10.02 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 5.91 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
KS Schwab Moderately Aggressive Ind | 945.88M | 6.79 | 4.33 | 8.00 | ||
KS Advisor Disciplined Growth A | 10.24 | 10.16 | 12.18 |
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