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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.27 | 0.27 | 0.00 |
Stocks | 99.73 | 99.73 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.77 | 19.60 |
Price to Book | 3.92 | 3.69 |
Price to Sales | 2.53 | 2.35 |
Price to Cash Flow | 14.17 | 13.52 |
Dividend Yield | 1.54 | 1.62 |
5 Years Earnings Growth | 11.72 | 11.60 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.15 | 26.45 |
Financial Services | 12.67 | 14.22 |
Healthcare | 12.32 | 13.69 |
Consumer Cyclical | 10.47 | 10.24 |
Communication Services | 9.14 | 8.20 |
Industrials | 8.28 | 10.17 |
Consumer Defensive | 6.13 | 6.54 |
Energy | 4.09 | 4.48 |
Utilities | 2.43 | 2.49 |
Real Estate | 2.17 | 2.34 |
Basic Materials | 2.14 | 2.75 |
Number of long holdings: 503
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.81 | 432.68 | +1.12% | |
Apple | US0378331005 | 5.82 | 207.12 | +7.25% | |
NVIDIA | US67066G1040 | 5.02 | 120.91 | -0.72% | |
Amazon.com | US0231351067 | 3.76 | 187.23 | +0.09% | |
Alphabet A | US02079K3059 | 2.26 | 176.62 | +0.92% | |
Meta Platforms | US30303M1027 | 2.23 | 507.47 | +0.97% | |
Alphabet C | US02079K1079 | 1.91 | 178.19 | +0.88% | |
Berkshire Hathaway B | US0846707026 | 1.70 | 408.50 | -0.56% | |
Eli Lilly | US5324571083 | 1.47 | 865.82 | +0.09% | |
Broadcom | US11135F1012 | 1.35 | 1,462.33 | +1.52% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab Total Stock Market Index | 23.64B | 10.19 | 7.69 | 11.98 | ||
Schwab 1000 Index | 16.33B | 10.70 | 8.37 | 12.20 | ||
Schwab International Index | 9.71B | 7.71 | 3.21 | 4.69 | ||
Schwab Fundamental US Large Company | 8.61B | 8.36 | 8.70 | 11.20 | ||
Schwab Small Cap Index | 5.82B | 2.71 | -1.59 | 7.72 |
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