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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.70 | 4.70 | 0.00 |
Stocks | 79.51 | 79.51 | 0.00 |
Bonds | 15.78 | 15.78 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.08 | 17.36 |
Price to Book | 2.12 | 2.66 |
Price to Sales | 1.35 | 1.80 |
Price to Cash Flow | 9.52 | 10.87 |
Dividend Yield | 2.54 | 2.11 |
5 Years Earnings Growth | 10.58 | 11.22 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.66 | 20.48 |
Financial Services | 14.43 | 15.27 |
Industrials | 11.01 | 11.77 |
Consumer Cyclical | 10.88 | 10.04 |
Healthcare | 10.44 | 12.59 |
Real Estate | 7.81 | 4.35 |
Communication Services | 7.01 | 7.12 |
Consumer Defensive | 5.97 | 6.78 |
Energy | 4.98 | 5.78 |
Basic Materials | 4.42 | 3.98 |
Utilities | 2.37 | 2.93 |
Number of long holdings: 13
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 23.91 | - | - | |
Schwab US Aggregate Bond Index | - | 16.13 | - | - | |
Schwab International Index | - | 12.14 | - | - | |
Schwab Fundamental US Large Company Idx | - | 11.97 | - | - | |
Schwab ® US Large-Cap Growth Idx | - | 7.25 | - | - | |
Schwab Small Cap Index | - | 6.09 | - | - | |
Schwab Fdmtl Intl Lg Co Idx | - | 5.21 | - | - | |
Schwab U.S. REIT | US8085248479 | 3.99 | 19.96 | +0.10% | |
Schwab Fdmtl Emerg Mkts Lg Co Idx | - | 3.35 | - | - | |
Schwab Fdmtl Intl Sm Co Idx | - | 3.34 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 96.42B | 11.27 | 9.53 | 12.63 | ||
Schwab Total Stock Market Index | 23.95B | 10.19 | 7.69 | 11.98 | ||
Schwab 1000 Index | 16.53B | 10.70 | 8.37 | 12.20 | ||
Schwab International Index | 9.58B | 7.71 | 3.21 | 4.69 | ||
Schwab Fundamental US Large Company | 8.61B | 8.36 | 8.70 | 11.20 |
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