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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.63 | 8.45 | 6.82 |
Stocks | 79.26 | 79.27 | 0.01 |
Bonds | 19.20 | 24.46 | 5.26 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.76 | 17.55 |
Price to Book | 2.47 | 2.52 |
Price to Sales | 1.74 | 1.79 |
Price to Cash Flow | 10.79 | 10.70 |
Dividend Yield | 2.22 | 2.19 |
5 Years Earnings Growth | 12.06 | 11.58 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.71 | 21.84 |
Financial Services | 12.50 | 15.11 |
Healthcare | 12.50 | 12.47 |
Industrials | 10.47 | 11.58 |
Consumer Cyclical | 10.36 | 10.67 |
Real Estate | 8.49 | 4.14 |
Communication Services | 7.37 | 6.56 |
Consumer Defensive | 5.09 | 6.21 |
Energy | 4.33 | 4.56 |
Basic Materials | 3.33 | 4.26 |
Utilities | 1.84 | 2.59 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 19.41 | - | - | |
Schwab International Opportunities | - | 11.55 | - | - | |
Schwab® International Core Equity | - | 8.58 | - | - | |
Schwab US Aggregate Bond Index | - | 6.63 | - | - | |
Schwab Select Large Cap Growth | - | 5.58 | - | - | |
Dodge & Cox Stock I | - | 5.53 | - | - | |
Schwab Global Real Estate | - | 5.41 | - | - | |
Schwab Fundamental US Large Company Idx | - | 4.70 | - | - | |
ClearBridge Large Cap Growth IS | - | 4.47 | - | - | |
Schwab Small-Cap Equity | - | 4.18 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 5.23B | 4.60 | -1.42 | - | ||
Schwab Treasury Infl Protected Sec | 2.47B | 5.02 | -0.62 | 2.44 | ||
Schwab Target 2030 | 1.01B | 12.41 | 4.20 | 7.09 | ||
US80850L7837 | 975.29M | 16.36 | 7.02 | - | ||
Schwab Target 2035 | 620.43M | 13.63 | 4.79 | 7.64 |
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