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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.17 | 11.23 | 9.06 |
Stocks | 71.01 | 71.01 | 0.00 |
Bonds | 26.99 | 34.93 | 7.94 |
Convertible | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.92 | 17.25 |
Price to Book | 2.57 | 2.63 |
Price to Sales | 1.86 | 1.88 |
Price to Cash Flow | 11.03 | 11.13 |
Dividend Yield | 2.15 | 2.09 |
5 Years Earnings Growth | 11.63 | 11.70 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.33 | 22.15 |
Healthcare | 12.75 | 12.30 |
Financial Services | 12.60 | 15.30 |
Industrials | 10.84 | 11.33 |
Consumer Cyclical | 9.96 | 10.59 |
Real Estate | 8.58 | 4.05 |
Communication Services | 7.86 | 6.90 |
Consumer Defensive | 5.22 | 6.17 |
Energy | 3.50 | 4.35 |
Basic Materials | 3.23 | 4.17 |
Utilities | 2.15 | 2.69 |
Number of long holdings: 21
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 19.19 | - | - | |
Schwab US Aggregate Bond Index | - | 9.99 | - | - | |
Schwab International Opportunities | - | 9.98 | - | - | |
Schwab® International Core Equity | - | 7.30 | - | - | |
Baird Aggregate Bond Inst | - | 5.36 | - | - | |
Dodge & Cox Stock I | - | 5.04 | - | - | |
Schwab Select Large Cap Growth | - | 4.78 | - | - | |
Schwab Global Real Estate | - | 4.74 | - | - | |
Loomis Sayles Investment Grade Bond Y | - | 4.56 | - | - | |
ClearBridge Large Cap Growth IS | - | 4.16 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 5.18B | 1.96 | -2.25 | - | ||
Schwab Treasury Infl Protected Sec | 2.43B | 3.11 | -1.60 | 2.17 | ||
Schwab Target 2040 | 1.21B | 12.15 | 3.16 | 7.60 | ||
Schwab Target 2030 | 1B | 10.02 | 2.37 | 6.64 | ||
US80850L7837 | 1.01B | 13.83 | 4.60 | - |
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