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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.26 | 8.20 | 4.94 |
Stocks | 42.28 | 42.28 | 0.00 |
Bonds | 54.54 | 58.88 | 4.34 |
Convertible | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.57 | 17.44 |
Price to Book | 2.72 | 2.47 |
Price to Sales | 1.94 | 1.77 |
Price to Cash Flow | 11.50 | 10.18 |
Dividend Yield | 2.04 | 2.24 |
5 Years Earnings Growth | 11.51 | 11.09 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.09 | 20.17 |
Healthcare | 12.85 | 12.54 |
Financial Services | 12.31 | 15.17 |
Industrials | 10.43 | 11.21 |
Consumer Cyclical | 9.93 | 10.59 |
Real Estate | 8.38 | 4.69 |
Communication Services | 8.01 | 6.72 |
Consumer Defensive | 5.26 | 6.76 |
Energy | 3.48 | 4.64 |
Basic Materials | 3.06 | 4.35 |
Utilities | 2.18 | 3.18 |
Number of long holdings: 21
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab US Aggregate Bond Index | - | 23.76 | - | - | |
Schwab® S&P 500 Index | - | 14.34 | - | - | |
Baird Aggregate Bond Inst | - | 13.23 | - | - | |
Schwab Short-Term Bond Index | - | 7.29 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 6.08 | - | - | |
Schwab International Opportunities | - | 5.15 | - | - | |
Schwab® International Core Equity | - | 3.87 | - | - | |
Dodge & Cox Stock I | - | 3.22 | - | - | |
Schwab Select Large Cap Growth | - | 2.84 | - | - | |
Schwab Global Real Estate | - | 2.70 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 5.18B | 1.96 | -2.25 | - | ||
Schwab Treasury Infl Protected Sec | 2.43B | 3.11 | -1.60 | 2.17 | ||
Schwab Target 2040 | 1.21B | 12.15 | 3.16 | 7.60 | ||
Schwab Target 2030 | 1B | 10.02 | 2.37 | 6.64 | ||
US80850L7837 | 1.01B | 13.83 | 4.60 | - |
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