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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.53 | 7.05 | 4.52 |
Stocks | 41.76 | 41.76 | 0.00 |
Bonds | 55.79 | 59.39 | 3.60 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.52 | 17.54 |
Price to Book | 2.66 | 2.49 |
Price to Sales | 1.91 | 1.80 |
Price to Cash Flow | 11.42 | 10.25 |
Dividend Yield | 2.07 | 2.24 |
5 Years Earnings Growth | 10.42 | 10.76 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.17 | 20.44 |
Financial Services | 12.83 | 15.55 |
Healthcare | 12.41 | 12.11 |
Industrials | 10.54 | 11.14 |
Consumer Cyclical | 10.26 | 10.75 |
Communication Services | 8.08 | 6.89 |
Real Estate | 7.74 | 4.77 |
Consumer Defensive | 5.23 | 6.64 |
Energy | 3.57 | 4.38 |
Basic Materials | 3.00 | 4.14 |
Utilities | 2.17 | 3.21 |
Number of long holdings: 21
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab US Aggregate Bond Index | - | 24.70 | - | - | |
Schwab® S&P 500 Index | - | 14.28 | - | - | |
Baird Aggregate Bond Inst | - | 13.06 | - | - | |
Schwab Short-Term Bond Index | - | 7.20 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 6.11 | - | - | |
Schwab International Opportunities | - | 5.20 | - | - | |
Schwab® International Core Equity | - | 3.95 | - | - | |
Schwab Select Large Cap Growth | - | 3.13 | - | - | |
Dodge & Cox Stock I | - | 3.06 | - | - | |
Schwab Global Real Estate | - | 2.42 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 5.36B | 0.47 | -1.60 | - | ||
Schwab Treasury Infl Protected Sec | 2.5B | 1.29 | -1.26 | 1.96 | ||
Schwab Target 2040 | 1.23B | 2.90 | 5.70 | 8.02 | ||
US80850L7837 | 1.06B | 2.85 | 7.02 | - | ||
Schwab Target 2030 | 996.22M | 2.36 | 4.49 | 6.96 |
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