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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.40 | 9.26 | 7.86 |
Stocks | 79.13 | 79.14 | 0.01 |
Bonds | 19.60 | 25.58 | 5.98 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.70 | 17.38 |
Price to Book | 2.52 | 2.53 |
Price to Sales | 1.77 | 1.77 |
Price to Cash Flow | 10.86 | 10.66 |
Dividend Yield | 2.23 | 2.19 |
5 Years Earnings Growth | 12.00 | 11.51 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.01 | 22.06 |
Healthcare | 12.44 | 12.38 |
Financial Services | 12.34 | 14.87 |
Industrials | 10.47 | 11.62 |
Consumer Cyclical | 10.40 | 10.76 |
Real Estate | 8.26 | 3.99 |
Communication Services | 7.48 | 6.61 |
Consumer Defensive | 5.08 | 6.24 |
Energy | 4.34 | 4.63 |
Basic Materials | 3.39 | 4.26 |
Utilities | 1.80 | 2.57 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 19.30 | - | - | |
Schwab International Opportunities | - | 11.37 | - | - | |
Schwab® International Core Equity | - | 8.52 | - | - | |
Schwab US Aggregate Bond Index | - | 6.37 | - | - | |
Dodge & Cox Stock I | - | 5.59 | - | - | |
Schwab Select Large Cap Growth | - | 5.51 | - | - | |
Schwab Global Real Estate | - | 5.21 | - | - | |
ClearBridge Large Cap Growth IS | - | 4.69 | - | - | |
Schwab Fundamental US Large Company Idx | - | 4.66 | - | - | |
Schwab Small-Cap Equity | - | 4.43 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 5.19B | 3.14 | -2.17 | - | ||
Schwab Treasury Infl Protected Sec | 2.49B | 3.47 | -1.35 | 2.03 | ||
Schwab Target 2030 | 994.38M | 10.80 | 2.61 | 6.65 | ||
US80850L7837 | 917.16M | 14.01 | 4.92 | - | ||
Schwab Target 2035 | 603.63M | 11.92 | 3.04 | 7.16 |
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