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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.21 | 8.02 | 5.81 |
Stocks | 42.17 | 42.17 | 0.00 |
Bonds | 55.63 | 59.64 | 4.01 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.64 | 17.49 |
Price to Book | 2.55 | 2.44 |
Price to Sales | 1.81 | 1.73 |
Price to Cash Flow | 10.88 | 10.06 |
Dividend Yield | 2.14 | 2.26 |
5 Years Earnings Growth | 11.37 | 10.98 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.34 | 19.86 |
Healthcare | 12.65 | 12.60 |
Financial Services | 12.57 | 15.05 |
Consumer Cyclical | 10.48 | 10.71 |
Industrials | 10.30 | 11.41 |
Real Estate | 8.25 | 4.66 |
Communication Services | 7.59 | 6.59 |
Consumer Defensive | 5.35 | 6.83 |
Energy | 4.16 | 4.83 |
Basic Materials | 3.31 | 4.40 |
Utilities | 2.00 | 3.09 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab US Aggregate Bond Index | - | 23.76 | - | - | |
Schwab® S&P 500 Index | - | 14.14 | - | - | |
Baird Aggregate Bond Inst | - | 12.22 | - | - | |
Schwab Short-Term Bond Index | - | 7.21 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 6.09 | - | - | |
Schwab International Opportunities | - | 5.37 | - | - | |
Schwab® International Core Equity | - | 3.95 | - | - | |
Dodge & Cox Stock I | - | 3.07 | - | - | |
ClearBridge Large Cap Growth IS | - | 2.83 | - | - | |
Western Asset Core Plus Bond IS | - | 2.81 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 4.85B | -1.47 | -3.15 | - | ||
Schwab Treasury Infl Protected Sec | 2.43B | 0.10 | -1.45 | 1.76 | ||
Schwab Target 2040 | 1.16B | 6.70 | 2.94 | 7.32 | ||
Schwab Target 2030 | 983.17M | 4.98 | 2.04 | 6.37 | ||
US80850L7837 | 852.2M | 6.82 | 4.13 | - |
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