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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.35 | 0.35 | 0.00 |
Shares | 99.65 | 99.65 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.59 | 19.75 |
Price to Book | 3.94 | 3.71 |
Price to Sales | 2.55 | 2.37 |
Price to Cash Flow | 14.63 | 13.66 |
Dividend Yield | 1.42 | 1.60 |
5 Years Earnings Growth | 11.97 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.12 | 26.53 |
Financial Services | 12.90 | 14.26 |
Healthcare | 12.09 | 13.70 |
Consumer Cyclical | 10.50 | 10.26 |
Industrials | 9.17 | 10.16 |
Communication Services | 8.50 | 8.18 |
Consumer Defensive | 5.65 | 6.51 |
Energy | 4.07 | 4.44 |
Real Estate | 2.55 | 2.37 |
Basic Materials | 2.32 | 2.74 |
Utilities | 2.14 | 2.41 |
Number of long holdings: 994
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.39 | - | - | |
Apple Inc | - | 5.09 | - | - | |
NVIDIA Corp | - | 4.56 | - | - | |
Amazon.com Inc | - | 3.37 | - | - | |
Meta Platforms Inc Class A | - | 2.18 | - | - | |
Alphabet Inc Class A | - | 1.82 | - | - | |
Berkshire Hathaway Inc Class B | - | 1.56 | - | - | |
Alphabet Inc Class C | - | 1.53 | - | - | |
Eli Lilly and Co | - | 1.27 | - | - | |
Broadcom Inc | - | 1.19 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 93.38B | 6.02 | 8.03 | 12.35 | ||
Schwab Total Stock Market Index | 23.46B | 5.20 | 6.21 | 11.70 | ||
Schwab International Index | 9.7B | 2.39 | 2.74 | 4.32 | ||
Schwab Fundamental US Large Company | 8.68B | 4.33 | 8.35 | 10.98 | ||
Schwab Small Cap Index | 5.97B | -2.21 | -3.13 | 7.28 |
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