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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.42 | 0.42 | 0.00 |
Shares | 99.58 | 99.58 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.75 | 19.60 |
Price to Book | 4.11 | 3.69 |
Price to Sales | 2.66 | 2.35 |
Price to Cash Flow | 14.99 | 13.54 |
Dividend Yield | 1.44 | 1.61 |
5 Years Earnings Growth | 11.87 | 11.63 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.58 | 26.59 |
Financial Services | 12.68 | 14.21 |
Healthcare | 12.45 | 13.75 |
Consumer Cyclical | 10.50 | 10.30 |
Communication Services | 8.95 | 8.16 |
Industrials | 8.32 | 10.15 |
Consumer Defensive | 5.93 | 6.51 |
Energy | 3.95 | 4.38 |
Real Estate | 2.28 | 2.38 |
Utilities | 2.20 | 2.39 |
Basic Materials | 2.15 | 2.74 |
Number of long holdings: 503
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.04 | - | - | |
Apple Inc | - | 5.61 | - | - | |
NVIDIA Corp | - | 5.03 | - | - | |
Amazon.com Inc | - | 3.72 | - | - | |
Meta Platforms Inc Class A | - | 2.41 | - | - | |
Alphabet Inc Class A | - | 2.00 | - | - | |
Berkshire Hathaway Inc Class B | - | 1.72 | - | - | |
Alphabet Inc Class C | - | 1.69 | - | - | |
Eli Lilly and Co | - | 1.40 | - | - | |
Broadcom Inc | - | 1.31 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab Total Stock Market Index | 22.53B | 10.04 | 9.62 | 12.21 | ||
Schwab 1000 Index | 15.6B | 10.42 | 10.32 | 12.47 | ||
Schwab International Index | 9.27B | 5.81 | 4.88 | 4.83 | ||
Schwab Fundamental US Large Company | 8.37B | 9.35 | 11.46 | 11.62 | ||
Schwab Small Cap Index | 5.71B | 5.20 | -0.05 | 7.64 |
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