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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.250 | 1.250 | 0.000 |
Stocks | 90.250 | 90.250 | 0.000 |
Bonds | 8.450 | 8.450 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.937 | 17.449 |
Price to Book | 2.461 | 2.532 |
Price to Sales | 1.870 | 1.769 |
Price to Cash Flow | 11.274 | 10.625 |
Dividend Yield | 2.341 | 2.228 |
5 Years Earnings Growth | 10.869 | 11.409 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.710 | 22.246 |
Financial Services | 14.450 | 14.964 |
Industrials | 10.640 | 11.672 |
Healthcare | 10.390 | 12.524 |
Consumer Cyclical | 10.070 | 10.990 |
Real Estate | 9.540 | 3.750 |
Communication Services | 6.660 | 6.568 |
Consumer Defensive | 5.770 | 6.098 |
Energy | 4.460 | 4.621 |
Basic Materials | 3.940 | 4.196 |
Utilities | 2.380 | 2.369 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab US Large-Cap | US8085242019 | 49.74 | 64.10 | 0.00% | |
Schwab International Equity | US8085248057 | 22.76 | 38.50 | -0.98% | |
Schwab US Aggregate Bond | US8085248396 | 8.56 | 45.97 | +0.12% | |
Schwab U.S. REIT | US8085248479 | 6.33 | 19.96 | +0.10% | |
Schwab US Small-Cap | US8085246077 | 5.89 | 46.71 | -1.33% | |
Schwab Emerging Markets Equity | US8085247067 | 5.84 | 26.47 | +0.19% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 4.81B | -1.47 | -3.15 | - | ||
Schwab Treasury Infl Protected Sec | 2.45B | 0.10 | -1.45 | 1.76 | ||
Schwab Target 2040 | 1.15B | 6.70 | 2.94 | 7.32 | ||
Schwab Target 2030 | 982.01M | 4.98 | 2.04 | 6.37 | ||
Schwab Target 2035 | 591.93M | 5.93 | 2.53 | 6.89 |
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