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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.250 | 1.250 | 0.000 |
Shares | 90.250 | 90.250 | 0.000 |
Bonds | 8.450 | 8.450 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.937 | 17.516 |
Price to Book | 2.461 | 2.542 |
Price to Sales | 1.870 | 1.774 |
Price to Cash Flow | 11.274 | 10.651 |
Dividend Yield | 2.341 | 2.211 |
5 Years Earnings Growth | 10.869 | 11.413 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.710 | 22.285 |
Financial Services | 14.450 | 14.954 |
Industrials | 10.640 | 11.663 |
Healthcare | 10.390 | 12.526 |
Consumer Cyclical | 10.070 | 11.003 |
Real Estate | 9.540 | 3.763 |
Communication Services | 6.660 | 6.558 |
Consumer Defensive | 5.770 | 6.104 |
Energy | 4.460 | 4.594 |
Basic Materials | 3.940 | 4.185 |
Utilities | 2.380 | 2.364 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab US Large-Cap | US8085242019 | 49.74 | 62.30 | +0.73% | |
Schwab International Equity | US8085248057 | 22.76 | 39.41 | +0.90% | |
Schwab US Aggregate Bond | US8085248396 | 8.56 | 45.34 | +0.37% | |
Schwab U.S. REIT | US8085248479 | 6.33 | 19.71 | +1.86% | |
Schwab US Small-Cap | US8085246077 | 5.89 | 48.14 | +0.90% | |
Schwab Emerging Markets Equity | US8085247067 | 5.84 | 26.06 | -0.86% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 4.66B | -3.16 | -3.59 | - | ||
Schwab Treasury Infl Protected Sec | 2.59B | -1.57 | -1.60 | 1.81 | ||
Schwab Target 2040 | 1.14B | 2.51 | 1.98 | 7.10 | ||
Schwab Target 2030 | 968.41M | 1.42 | 1.23 | 6.21 | ||
Schwab Target 2035 | 583.94M | 2.02 | 1.64 | 6.70 |
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