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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.13 | 7.98 | 4.85 |
Stocks | 42.53 | 42.53 | 0.00 |
Bonds | 54.43 | 58.74 | 4.31 |
Convertible | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.51 | 17.50 |
Price to Book | 2.68 | 2.47 |
Price to Sales | 1.88 | 1.77 |
Price to Cash Flow | 11.52 | 10.18 |
Dividend Yield | 2.04 | 2.24 |
5 Years Earnings Growth | 11.80 | 11.11 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.59 | 20.20 |
Healthcare | 12.77 | 12.59 |
Financial Services | 12.23 | 15.17 |
Industrials | 10.07 | 11.19 |
Consumer Cyclical | 10.01 | 10.54 |
Real Estate | 8.37 | 4.69 |
Communication Services | 7.63 | 6.70 |
Consumer Defensive | 5.24 | 6.77 |
Energy | 4.07 | 4.68 |
Basic Materials | 3.05 | 4.34 |
Utilities | 1.98 | 3.17 |
Number of long holdings: 21
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab US Aggregate Bond Index | - | 23.98 | - | - | |
Schwab® S&P 500 Index | - | 14.26 | - | - | |
Baird Aggregate Bond Inst | - | 13.19 | - | - | |
Schwab Short-Term Bond Index | - | 7.16 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 6.02 | - | - | |
Schwab International Opportunities | - | 5.36 | - | - | |
Schwab® International Core Equity | - | 3.93 | - | - | |
Dodge & Cox Stock I | - | 3.14 | - | - | |
Schwab Select Large Cap Growth | - | 2.77 | - | - | |
Schwab Global Real Estate | - | 2.77 | - | - |
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 | 995.01M | 13.83 | 4.60 | - |
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