Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.08 | 0.08 | 0.00 |
Stocks | 99.92 | 99.92 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.15 | 20.41 |
Price to Book | 4.25 | 3.99 |
Price to Sales | 2.83 | 2.63 |
Price to Cash Flow | 15.76 | 14.49 |
Dividend Yield | 1.35 | 1.52 |
5 Years Earnings Growth | 10.85 | 11.58 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.86 | 28.37 |
Financial Services | 13.79 | 14.41 |
Consumer Cyclical | 10.87 | 10.37 |
Healthcare | 10.46 | 12.58 |
Industrials | 8.64 | 9.79 |
Communication Services | 8.45 | 8.27 |
Consumer Defensive | 5.42 | 6.17 |
Energy | 3.47 | 3.88 |
Real Estate | 2.47 | 2.33 |
Utilities | 2.47 | 2.81 |
Basic Materials | 2.10 | 2.47 |
Number of long holdings: 997
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.38 | 222.64 | -3.19% | |
NVIDIA | US67066G1040 | 6.02 | 140.83 | +2.27% | |
Microsoft | US5949181045 | 5.57 | 428.50 | -0.12% | |
Amazon.com | US0231351067 | 3.44 | 230.71 | +2.11% | |
Meta Platforms | US30303M1027 | 2.22 | 616.46 | +0.60% | |
Alphabet A | US02079K3059 | 1.75 | 198.05 | +1.05% | |
Tesla | US88160R1014 | 1.69 | 424.07 | -0.57% | |
Berkshire Hathaway B | US0846707026 | 1.57 | 468.57 | +0.13% | |
Alphabet C | US02079K1079 | 1.45 | 199.63 | +1.05% | |
Broadcom | US11135F1012 | 1.33 | 240.31 | +1.21% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 111.64B | 24.96 | 8.91 | 13.05 | ||
Schwab Total Stock Market Index | 27.78B | 23.85 | 7.90 | 12.44 | ||
Schwab International Index | 9.81B | 3.54 | 1.60 | 5.29 | ||
Schwab Fundamental US Large Company | 9.7B | 16.78 | 8.72 | 11.29 | ||
Schwab Small Cap Index | 6.63B | 11.58 | 1.30 | 7.87 |
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