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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.22 | 0.22 | 0.00 |
Stocks | 99.78 | 99.78 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.33 | 15.47 |
Price to Book | 2.39 | 2.50 |
Price to Sales | 1.24 | 1.72 |
Price to Cash Flow | 9.64 | 10.66 |
Dividend Yield | 2.23 | 2.49 |
5 Years Earnings Growth | 9.09 | 9.36 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.69 | 20.66 |
Technology | 17.12 | 12.68 |
Healthcare | 11.34 | 15.35 |
Communication Services | 10.15 | 5.49 |
Consumer Cyclical | 9.75 | 6.74 |
Industrials | 9.30 | 11.80 |
Consumer Defensive | 7.92 | 8.49 |
Energy | 6.90 | 7.70 |
Utilities | 3.67 | 5.42 |
Basic Materials | 3.08 | 3.66 |
Real Estate | 2.08 | 3.61 |
Number of long holdings: 738
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.45 | 254.49 | +1.88% | |
Microsoft | US5949181045 | 2.39 | 436.60 | -0.10% | |
Exxon Mobil | US30231G1022 | 2.00 | 105.87 | +0.34% | |
JPMorgan | US46625H1005 | 1.93 | 237.60 | +1.99% | |
Berkshire Hathaway B | US0846707026 | 1.88 | 453.20 | +0.86% | |
Meta Platforms | US30303M1027 | 1.82 | 585.25 | -1.73% | |
Walmart | US9311421039 | 1.47 | 92.24 | -1.24% | |
Amazon.com | US0231351067 | 1.42 | 224.92 | +0.73% | |
Alphabet A | US02079K3059 | 1.34 | 191.41 | +1.54% | |
AT&T | US00206R1023 | 1.33 | 22.75 | +0.80% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 108.41B | 28.03 | 11.40 | 13.30 | ||
Schwab Total Stock Market Index | 26.8B | 27.71 | 10.37 | 12.79 | ||
Schwab 1000 Index | 17.82B | 28.06 | 10.69 | 12.97 | ||
Schwab International Index | 9.67B | 6.60 | 4.23 | 5.18 | ||
Schwab Small Cap Index | 6.44B | 21.65 | 5.03 | 9.11 |
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