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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.210 | 0.210 | 0.000 |
Stocks | 99.790 | 99.790 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.386 | 17.148 |
Price to Book | 2.607 | 2.442 |
Price to Sales | 1.563 | 1.557 |
Price to Cash Flow | 10.817 | 10.885 |
Dividend Yield | 1.705 | 1.473 |
5 Years Earnings Growth | 9.534 | 11.691 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.580 | 15.531 |
Industrials | 16.110 | 19.278 |
Financial Services | 14.530 | 15.671 |
Consumer Cyclical | 11.580 | 13.348 |
Healthcare | 9.840 | 10.242 |
Real Estate | 8.090 | 7.412 |
Utilities | 5.720 | 3.917 |
Energy | 5.280 | 5.093 |
Consumer Defensive | 4.730 | 4.367 |
Basic Materials | 4.380 | 5.129 |
Communication Services | 3.160 | 3.086 |
Number of long holdings: 801
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Palantir | US69608A1088 | 0.71 | 64.35 | +4.87% | |
Williams | US9694571004 | 0.54 | 59.65 | -0.15% | |
Arthur J Gallagher | US3635761097 | 0.52 | 304.29 | +0.61% | |
Aflac | US0010551028 | 0.50 | 112.39 | +0.59% | |
Hilton Worldwide | US43300A2033 | 0.49 | 253.00 | +0.46% | |
Digital | US2538681030 | 0.49 | 189.84 | +1.32% | |
ONEOK | US6826801036 | 0.48 | 117.05 | +0.26% | |
Bank of NY Mellon | US0640581007 | 0.47 | 80.14 | +1.60% | |
Simon Property | US8288061091 | 0.47 | 181.14 | -0.36% | |
United Rentals | US9113631090 | 0.46 | 849.32 | +1.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 109.39B | 20.93 | 9.05 | 12.95 | ||
Schwab Total Stock Market Index | 27B | 19.74 | 7.49 | 12.33 | ||
Schwab 1000 Index | 18.2B | 20.33 | 7.95 | 12.56 | ||
Schwab International Index | 9.69B | 6.83 | 2.70 | 5.24 | ||
Schwab Fundamental US Large Company | 9.8B | 16.07 | 9.84 | 11.49 |
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