-
SCHWAB US AGGREGATE BOND INDEX
- Symbol
- SWAGX
- % of Assets
- 27.70%
- Market Value
- $11.7M
-
BAIRD AGGREGATE BOND CL INST
- Symbol
- BAGIX
- % of Assets
- 15.31%
- Market Value
- $6.5M
-
SCHWAB S&P 500 INDEX CL SEL
- Symbol
- SWPPX
- % of Assets
- 12.29%
- Market Value
- $5.2M
-
SCHWAB SHORT-TERM BOND INDEX
- Symbol
- SWSBX
- % of Assets
- 8.34%
- Market Value
- $3.5M
-
SCHWAB TREASURY INFL PROTECTED
- Symbol
- SWRSX
- % of Assets
- 6.72%
- Market Value
- $2.8M
-
SCHWAB INTERNATI OPRT
- Symbol
- SWMIX
- % of Assets
- 3.99%
- Market Value
- $1.7M
-
SCHWAB INTL CORE EQT CL INST
- Symbol
- SICNX
- % of Assets
- 3.06%
- Market Value
- $1.3M
-
SCHWAB SELECT LARGE CAP GROWTH
- Symbol
- LGILX
- % of Assets
- 3.03%
- Market Value
- $1.3M
-
DODGE AND COX STOCK CL I
- Symbol
- DODGX
- % of Assets
- 2.66%
- Market Value
- $1.1M
-
SCHWAB GOVERNMENT MONEY ULTRA
- Symbol
- SGUXX
- % of Assets
- 2.65%
- Market Value
- $1.1M
-
PIMCO INTERNATIONAL BOND CL INSTL
- Symbol
- PFORX
- % of Assets
- 1.95%
- Market Value
- $821.8K
-
SCHWAB GLOBAL REAL ESTATE CL SLCT
- Symbol
- SWASX
- % of Assets
- 1.92%
- Market Value
- $811.3K
-
SCHWAB FND US LG CO INDEX CL INST
- Symbol
- SFLNX
- % of Assets
- 1.90%
- Market Value
- $799.4K
-
CLEARBRIDGE LARGE CAP GROWTH IS
- Symbol
- LSITX
- % of Assets
- 1.66%
- Market Value
- $701.1K
-
SCHWAB CORE EQT
- Symbol
- SWANX
- % of Assets
- 1.65%
- Market Value
- $694.5K
-
SCHWAB SMALL CAP EQT CL SLCT
- Symbol
- SWSCX
- % of Assets
- 1.46%
- Market Value
- $617.5K
-
LOOMIS SYL INV GRADE CL Y TRS II
- Symbol
- LSIIX
- % of Assets
- 1.44%
- Market Value
- $609.0K
-
SCHWAB US MID CAP INDEX
- Symbol
- SWMCX
- % of Assets
- 1.16%
- Market Value
- $487.3K
-
CLEARBRIDGE SMALL CAP GROWTH IS
- Symbol
- LMOIX
- % of Assets
- 0.39%
- Market Value
- $162.6K
-
US DOLLAR
- Symbol
- USD
- % of Assets
- 0.36%
- Market Value
- $151.7K
-
SCHWAB FNMTL INTL LG CO CL INST
- Symbol
- SFNNX
- % of Assets
- 0.35%
- Market Value
- $149.4K
