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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.34 | 0.34 | 0.00 |
Shares | 99.66 | 99.66 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.91 | 20.34 |
Price to Book | 3.99 | 3.96 |
Price to Sales | 2.66 | 2.62 |
Price to Cash Flow | 15.04 | 14.37 |
Dividend Yield | 1.39 | 1.54 |
5 Years Earnings Growth | 9.73 | 10.93 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.66 | 28.76 |
Financial Services | 13.99 | 14.50 |
Consumer Cyclical | 11.56 | 10.61 |
Healthcare | 10.64 | 12.17 |
Communication Services | 9.23 | 8.55 |
Industrials | 8.51 | 9.57 |
Consumer Defensive | 5.18 | 6.08 |
Energy | 3.26 | 3.80 |
Real Estate | 2.56 | 2.25 |
Utilities | 2.40 | 2.74 |
Basic Materials | 2.01 | 2.35 |
Number of long holdings: 3,156
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.02 | 237.30 | -1.27% | |
Microsoft | US5949181045 | 5.21 | 392.53 | -1.80% | |
NVIDIA | US67066G1040 | 4.97 | 120.15 | -8.48% | |
Amazon.com | US0231351067 | 3.75 | 208.74 | -2.62% | |
Meta Platforms | US30303M1027 | 2.53 | 658.24 | -2.29% | |
Alphabet A | US02079K3059 | 2.01 | 168.50 | -2.45% | |
Tesla | US88160R1014 | 1.91 | 281.95 | -3.04% | |
Broadcom | US11135F1012 | 1.74 | 197.80 | -7.11% | |
Alphabet C | US02079K1079 | 1.65 | 170.21 | -2.57% | |
Berkshire Hathaway B | US0846707026 | 1.45 | 502.41 | +1.68% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 111.83B | 2.78 | 11.87 | 13.71 | ||
Schwab 1000 Index | 18.04B | 3.09 | 11.56 | 13.34 | ||
Schwab International Index | 10.41B | 4.95 | 4.60 | 5.71 | ||
Schwab Fundamental US Large Company | 9.76B | 4.06 | 10.68 | 12.14 | ||
Schwab Small Cap Index | 6.31B | 2.63 | 5.69 | 8.50 |
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