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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.26 | 11.03 | 8.77 |
Stocks | 61.07 | 61.07 | 0.00 |
Bonds | 36.84 | 44.62 | 7.78 |
Convertible | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.05 | 17.48 |
Price to Book | 2.57 | 2.60 |
Price to Sales | 1.82 | 1.85 |
Price to Cash Flow | 11.17 | 10.96 |
Dividend Yield | 2.13 | 2.12 |
5 Years Earnings Growth | 11.86 | 11.66 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.13 | 21.87 |
Healthcare | 12.70 | 12.48 |
Financial Services | 12.30 | 15.01 |
Industrials | 10.35 | 11.41 |
Consumer Cyclical | 10.08 | 10.46 |
Real Estate | 8.52 | 4.26 |
Communication Services | 7.48 | 6.65 |
Consumer Defensive | 5.21 | 6.33 |
Energy | 4.12 | 4.60 |
Basic Materials | 3.18 | 4.24 |
Utilities | 1.93 | 2.73 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 17.76 | - | - | |
Schwab US Aggregate Bond Index | - | 14.56 | - | - | |
Schwab International Opportunities | - | 8.72 | - | - | |
Baird Aggregate Bond Inst | - | 7.96 | - | - | |
Schwab® International Core Equity | - | 6.35 | - | - | |
Loomis Sayles Investment Grade Bond Y | - | 4.41 | - | - | |
Dodge & Cox Stock I | - | 4.38 | - | - | |
Schwab Short-Term Bond Index | - | 4.21 | - | - | |
Schwab Global Real Estate | - | 4.13 | - | - | |
Schwab Select Large Cap Growth | - | 3.95 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 5.18B | 4.60 | -1.42 | - | ||
Schwab Treasury Infl Protected Sec | 2.44B | 5.02 | -0.62 | 2.44 | ||
Schwab Target 2040 | 1.2B | 14.66 | 5.28 | 8.09 | ||
US80850L7837 | 978.89M | 16.36 | 7.02 | - | ||
Schwab Target 2035 | 615.56M | 13.63 | 4.79 | 7.64 |
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