-
SCHWAB US AGGREGATE BOND INDEX
- Symbol
- SWAGX
- % of Assets
- 25.16%
- Market Value
- $12.6M
-
BAIRD AGGREGATE BOND CL INST
- Symbol
- BAGIX
- % of Assets
- 14.05%
- Market Value
- $7.1M
-
SCHWAB S&P 500 INDEX CL SEL
- Symbol
- SWPPX
- % of Assets
- 13.45%
- Market Value
- $6.7M
-
SCHWAB SHORT-TERM BOND INDEX
- Symbol
- SWSBX
- % of Assets
- 7.46%
- Market Value
- $3.7M
-
SCHWAB TREASURY INFL PROTECTED
- Symbol
- SWRSX
- % of Assets
- 6.38%
- Market Value
- $3.2M
-
SCHWAB INTERNATI OPRT
- Symbol
- SWMIX
- % of Assets
- 4.82%
- Market Value
- $2.4M
-
SCHWAB INTL CORE EQT CL INST
- Symbol
- SICNX
- % of Assets
- 3.56%
- Market Value
- $1.8M
-
DODGE AND COX STOCK CL I
- Symbol
- DODGX
- % of Assets
- 2.95%
- Market Value
- $1.5M
-
SCHWAB SELECT LARGE CAP GROWTH
- Symbol
- LGILX
- % of Assets
- 2.63%
- Market Value
- $1.3M
-
SCHWAB GLOBAL REAL ESTATE CL SLCT
- Symbol
- SWASX
- % of Assets
- 2.55%
- Market Value
- $1.3M
-
CLEARBRIDGE LARGE CAP GROWTH IS
- Symbol
- LSITX
- % of Assets
- 2.38%
- Market Value
- $1.2M
-
LOOMIS SYL INV GRADE CL Y TRS II
- Symbol
- LSIIX
- % of Assets
- 2.20%
- Market Value
- $1.1M
-
SCHWAB FND US LG CO INDEX CL INST
- Symbol
- SFLNX
- % of Assets
- 2.16%
- Market Value
- $1.1M
-
SCHWAB GOVERNMENT MONEY ULTRA
- Symbol
- SGUXX
- % of Assets
- 2.08%
- Market Value
- $1.0M
-
PIMCO INTERNATIONAL BOND CL INSTL
- Symbol
- PFORX
- % of Assets
- 2.07%
- Market Value
- $1.0M
-
SCHWAB CORE EQT
- Symbol
- SWANX
- % of Assets
- 1.85%
- Market Value
- $927.8K
-
SCHWAB SMALL CAP EQT CL SLCT
- Symbol
- SWSCX
- % of Assets
- 1.63%
- Market Value
- $818.1K
-
SCHWAB US MID CAP INDEX
- Symbol
- SWMCX
- % of Assets
- 1.35%
- Market Value
- $675.8K
-
SCHWAB FNMTL INTL LG CO CL INST
- Symbol
- SFNNX
- % of Assets
- 0.47%
- Market Value
- $234.0K
-
CLEARBRIDGE SMALL CAP GROWTH IS
- Symbol
- LMOIX
- % of Assets
- 0.46%
- Market Value
- $232.2K
-
US DOLLAR
- Symbol
- USD
- % of Assets
- 0.38%
- Market Value
- $191.5K
