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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.410 | 0.410 | 0.000 |
Stocks | 99.590 | 99.590 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.973 | 27.744 |
Price to Book | 8.999 | 6.587 |
Price to Sales | 3.995 | 4.146 |
Price to Cash Flow | 18.299 | 18.187 |
Dividend Yield | 0.780 | 0.718 |
5 Years Earnings Growth | 14.685 | 14.826 |
Name | Net % | Category Average |
---|---|---|
Technology | 44.730 | 38.549 |
Consumer Cyclical | 14.910 | 14.106 |
Communication Services | 12.470 | 11.289 |
Healthcare | 10.630 | 12.767 |
Financial Services | 6.070 | 9.261 |
Industrials | 5.040 | 7.286 |
Consumer Defensive | 4.140 | 3.782 |
Real Estate | 0.780 | 1.651 |
Basic Materials | 0.650 | 1.900 |
Energy | 0.510 | 1.878 |
Utilities | 0.070 | 1.012 |
Number of long holdings: 441
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 11.42 | 442.57 | +0.22% | |
Apple | US0378331005 | 9.79 | 212.49 | -0.82% | |
NVIDIA | US67066G1040 | 8.09 | 131.88 | +1.75% | |
Amazon.com | US0231351067 | 6.21 | 183.66 | -0.09% | |
Alphabet A | US02079K3059 | 3.81 | 176.79 | +0.93% | |
Meta Platforms | US30303M1027 | 3.75 | 504.16 | +0.11% | |
Alphabet C | US02079K1079 | 3.25 | 178.37 | +0.92% | |
Eli Lilly | US5324571083 | 2.61 | 878.45 | -0.55% | |
Broadcom | US11135F1012 | 2.21 | 1,735.04 | +3.34% | |
Tesla | US88160R1014 | 1.99 | 178.01 | -2.44% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 96.37B | 11.27 | 9.53 | 12.63 | ||
Schwab Total Stock Market Index | 23.91B | 10.19 | 7.69 | 11.98 | ||
Schwab 1000 Index | 16.52B | 10.70 | 8.37 | 12.20 | ||
Schwab International Index | 9.47B | 7.71 | 3.21 | 4.69 | ||
Schwab Fundamental US Large Company | 8.59B | 8.36 | 8.70 | 11.20 |
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