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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 | 19.70 |
Price to Book | 3.92 | 3.71 |
Price to Sales | 2.53 | 2.37 |
Price to Cash Flow | 14.17 | 13.61 |
Dividend Yield | 1.54 | 1.61 |
5 Years Earnings Growth | 11.72 | 11.63 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.15 | 26.50 |
Financial Services | 12.67 | 14.24 |
Healthcare | 12.32 | 13.70 |
Consumer Cyclical | 10.47 | 10.25 |
Communication Services | 9.14 | 8.19 |
Industrials | 8.28 | 10.18 |
Consumer Defensive | 6.13 | 6.51 |
Energy | 4.09 | 4.45 |
Utilities | 2.43 | 2.42 |
Real Estate | 2.17 | 2.36 |
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 | 430.32 | +0.04% | |
Apple | US0378331005 | 5.82 | 189.99 | +0.01% | |
NVIDIA | US67066G1040 | 5.02 | 1,139.01 | +6.98% | |
Amazon.com | US0231351067 | 3.76 | 182.15 | +0.77% | |
Alphabet A | US02079K3059 | 2.26 | 176.40 | +0.81% | |
Meta Platforms | US30303M1027 | 2.23 | 479.92 | +0.36% | |
Alphabet C | US02079K1079 | 1.91 | 178.02 | +0.96% | |
Berkshire Hathaway B | US0846707026 | 1.70 | 404.22 | -0.78% | |
Eli Lilly | US5324571083 | 1.47 | 807.85 | +0.05% | |
Broadcom | US11135F1012 | 1.35 | 1,412.45 | +0.33% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab Total Stock Market Index | 23.46B | 5.20 | 6.21 | 11.70 | ||
Schwab 1000 Index | 16.21B | 5.71 | 6.86 | 11.94 | ||
Schwab International Index | 9.68B | 2.39 | 2.74 | 4.32 | ||
Schwab Fundamental US Large Company | 8.6B | 4.33 | 8.35 | 10.98 | ||
Schwab Small Cap Index | 5.92B | -2.21 | -3.13 | 7.28 |
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