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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.29 | 0.29 | 0.00 |
Stocks | 99.71 | 99.71 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.38 | 15.53 |
Price to Book | 2.43 | 2.45 |
Price to Sales | 1.27 | 1.67 |
Price to Cash Flow | 9.88 | 10.41 |
Dividend Yield | 2.20 | 2.55 |
5 Years Earnings Growth | 9.72 | 9.65 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.83 | 20.31 |
Technology | 17.44 | 12.71 |
Healthcare | 11.80 | 15.52 |
Communication Services | 9.97 | 5.40 |
Consumer Cyclical | 9.87 | 6.57 |
Industrials | 9.35 | 11.70 |
Consumer Defensive | 7.98 | 8.66 |
Energy | 6.84 | 8.01 |
Utilities | 3.65 | 5.31 |
Basic Materials | 3.17 | 3.73 |
Real Estate | 2.10 | 3.77 |
Number of long holdings: 739
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.52 | 222.91 | -1.33% | |
Microsoft | US5949181045 | 2.50 | 410.37 | +0.99% | |
Exxon Mobil | US30231G1022 | 1.97 | 114.95 | -1.57% | |
Berkshire Hathaway B | US0846707026 | 1.88 | 452.14 | +0.27% | |
Meta Platforms | US30303M1027 | 1.80 | 567.16 | -0.07% | |
JPMorgan | US46625H1005 | 1.80 | 222.94 | +0.46% | |
Walmart | US9311421039 | 1.43 | 82.19 | +0.29% | |
Amazon.com | US0231351067 | 1.40 | 197.93 | +6.19% | |
Alphabet A | US02079K3059 | 1.28 | 171.29 | +0.11% | |
AT&T | US00206R1023 | 1.27 | 22.12 | -1.86% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 104.15B | 22.04 | 11.88 | 13.32 | ||
Schwab Total Stock Market Index | 25.67B | 20.60 | 10.11 | 12.72 | ||
Schwab 1000 Index | 17.36B | 21.19 | 10.66 | 12.91 | ||
Schwab International Index | 9.86B | 13.08 | 5.73 | 5.77 | ||
Schwab Small Cap Index | 6.33B | 11.23 | 1.91 | 8.84 |
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