
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.37 | 0.37 | 0.00 |
Stocks | 99.63 | 99.63 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.21 | 20.44 |
Price to Book | 4.24 | 3.98 |
Price to Sales | 2.82 | 2.64 |
Price to Cash Flow | 15.57 | 14.41 |
Dividend Yield | 1.38 | 1.54 |
5 Years Earnings Growth | 9.71 | 10.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.35 | 28.60 |
Financial Services | 13.86 | 14.57 |
Consumer Cyclical | 11.57 | 10.64 |
Healthcare | 10.42 | 12.21 |
Communication Services | 9.49 | 8.63 |
Industrials | 8.24 | 9.57 |
Consumer Defensive | 5.23 | 6.04 |
Energy | 3.20 | 3.80 |
Utilities | 2.37 | 2.72 |
Real Estate | 2.31 | 2.24 |
Basic Materials | 1.96 | 2.37 |
Number of long holdings: 995
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.29 | 220.84 | -2.92% | |
Microsoft | US5949181045 | 5.44 | 380.45 | +0.08% | |
NVIDIA | US67066G1040 | 5.19 | 108.76 | +1.66% | |
Amazon.com | US0231351067 | 3.92 | 196.59 | +1.05% | |
Meta Platforms | US30303M1027 | 2.65 | 605.71 | +1.29% | |
Alphabet A | US02079K3059 | 2.10 | 164.04 | -1.10% | |
Tesla | US88160R1014 | 1.99 | 230.58 | +3.79% | |
Broadcom | US11135F1012 | 1.82 | 190.09 | +3.06% | |
Alphabet C | US02079K1079 | 1.72 | 165.98 | -1.09% | |
Berkshire Hathaway B | US0846707026 | 1.51 | 496.25 | -0.17% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 108.28B | 1.44 | 12.51 | 12.93 | ||
Schwab Total Stock Market Index | 26.59B | 1.12 | 11.50 | 12.26 | ||
Schwab International Index | 10.73B | 8.14 | 6.73 | 5.41 | ||
Schwab Fundamental US Large Company | 9.56B | 4.09 | 11.21 | 11.57 | ||
Schwab Small Cap Index | 6.04B | -2.83 | 3.41 | 7.29 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review