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Price related data not available
| Time Frame | SCHB | S&P500 |
|---|---|---|
| 1-Week Return | 1.33% | 1.15% |
| 1-Month Return | 1.61% | 1.57% |
| 3-Month Return | 3.99% | 4.04% |
| 6-Month Return | 12.67% | 12.52% |
| 1-Year Return | 14.18% | 14.83% |
| 3-Year Return | 78.59% | 81.12% |
| 5-Year Return | 75.79% | 85.55% |
| 10-Year Return | 223.23% | 237.47% |
| Stock name | Ticker | Weight |
|---|---|---|
 NVIDIA Corporation | NVDA | 6.71% |
 Apple Inc | AAPL | 6.02% |
 Microsoft Corporation | MSFT | 5.42% |
 Amazon.com Inc | AMZN | 3.34% |
 Alphabet Inc Class A | GOOGL | 2.71% |
 Broadcom Inc | AVGO | 2.42% |
 Alphabet Inc Class C | GOOG | 2.18% |
 Meta Platforms Inc. | META | 2.17% |
 Tesla Inc | TSLA | 2.07% |
 Berkshire Hathaway Inc | BRK.B | 1.38% |
| Sector | Weight |
|---|---|
|
Information Technology | 33.46% |
|
Financials | 13.41% |
|
Consumer discretionary | 10.68% |
|
Communication services | 10.04% |
|
Health care | 10.03% |
|
All Others | 22.38% |
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