-
SCHWAB US AGGREGATE BOND INDEX
- Symbol
- SWAGX
- % of Assets
- 24.69%
- Market Value
- $75.3M
-
SCHWAB S&P 500 INDEX CL SEL
- Symbol
- SWPPX
- % of Assets
- 14.27%
- Market Value
- $43.5M
-
BAIRD AGGREGATE BOND CL INST
- Symbol
- BAGIX
- % of Assets
- 13.05%
- Market Value
- $39.8M
-
SCHWAB SHORT-TERM BOND INDEX
- Symbol
- SWSBX
- % of Assets
- 7.19%
- Market Value
- $22.0M
-
SCHWAB TREASURY INFL PROTECTED
- Symbol
- SWRSX
- % of Assets
- 6.11%
- Market Value
- $18.6M
-
SCHWAB INTERNATI OPRT
- Symbol
- SWMIX
- % of Assets
- 5.20%
- Market Value
- $15.9M
-
SCHWAB INTL CORE EQT CL INST
- Symbol
- SICNX
- % of Assets
- 3.95%
- Market Value
- $12.1M
-
SCHWAB SELECT LARGE CAP GROWTH
- Symbol
- LGILX
- % of Assets
- 3.13%
- Market Value
- $9.6M
-
DODGE AND COX STOCK CL I
- Symbol
- DODGX
- % of Assets
- 3.06%
- Market Value
- $9.3M
-
SCHWAB GLOBAL REAL ESTATE CL SLCT
- Symbol
- SWASX
- % of Assets
- 2.42%
- Market Value
- $7.4M
-
SCHWAB FND US LG CO INDEX CL INST
- Symbol
- SFLNX
- % of Assets
- 2.22%
- Market Value
- $6.8M
-
LOOMIS SYL INV GRADE CL Y TRS II
- Symbol
- LSIIX
- % of Assets
- 2.21%
- Market Value
- $6.7M
-
PIMCO INTERNATIONAL BOND CL INSTL
- Symbol
- PFORX
- % of Assets
- 2.21%
- Market Value
- $6.7M
-
CLEARBRIDGE LARGE CAP GROWTH IS
- Symbol
- LSITX
- % of Assets
- 2.05%
- Market Value
- $6.3M
-
SCHWAB CORE EQT
- Symbol
- SWANX
- % of Assets
- 1.93%
- Market Value
- $5.9M
-
SCHWAB GOVERNMENT MONEY ULTRA
- Symbol
- SGUXX
- % of Assets
- 1.82%
- Market Value
- $5.5M
-
SCHWAB SMALL CAP EQT CL SLCT
- Symbol
- SWSCX
- % of Assets
- 1.79%
- Market Value
- $5.4M
-
SCHWAB US MID CAP INDEX
- Symbol
- SWMCX
- % of Assets
- 1.42%
- Market Value
- $4.3M
-
SCHWAB FNMTL INTL LG CO CL INST
- Symbol
- SFNNX
- % of Assets
- 0.50%
- Market Value
- $1.5M
-
CLEARBRIDGE SMALL CAP GROWTH IS
- Symbol
- LMOIX
- % of Assets
- 0.40%
- Market Value
- $1.2M
-
US DOLLAR
- Symbol
- USD
- % of Assets
- 0.32%
- Market Value
- $984.2K
