-
SCHWAB US AGGREGATE BOND INDEX
- Symbol
- SWAGX
- % of Assets
- 25.84%
- Market Value
- $12.9M
-
BAIRD AGGREGATE BOND CL INST
- Symbol
- BAGIX
- % of Assets
- 14.07%
- Market Value
- $7.0M
-
SCHWAB S&P 500 INDEX CL SEL
- Symbol
- SWPPX
- % of Assets
- 13.58%
- Market Value
- $6.8M
-
SCHWAB SHORT-TERM BOND INDEX
- Symbol
- SWSBX
- % of Assets
- 7.71%
- Market Value
- $3.9M
-
SCHWAB TREASURY INFL PROTECTED
- Symbol
- SWRSX
- % of Assets
- 6.38%
- Market Value
- $3.2M
-
SCHWAB INTERNATI OPRT
- Symbol
- SWMIX
- % of Assets
- 4.81%
- Market Value
- $2.4M
-
SCHWAB INTL CORE EQT CL INST
- Symbol
- SICNX
- % of Assets
- 3.50%
- Market Value
- $1.8M
-
SCHWAB SELECT LARGE CAP GROWTH
- Symbol
- LGILX
- % of Assets
- 3.12%
- Market Value
- $1.6M
-
DODGE AND COX STOCK CL I
- Symbol
- DODGX
- % of Assets
- 2.82%
- Market Value
- $1.4M
-
SCHWAB GLOBAL REAL ESTATE CL SLCT
- Symbol
- SWASX
- % of Assets
- 2.19%
- Market Value
- $1.1M
-
SCHWAB GOVERNMENT MONEY ULTRA
- Symbol
- SGUXX
- % of Assets
- 2.12%
- Market Value
- $1.1M
-
PIMCO INTERNATIONAL BOND CL INSTL
- Symbol
- PFORX
- % of Assets
- 2.11%
- Market Value
- $1.1M
-
SCHWAB FND US LG CO INDEX CL INST
- Symbol
- SFLNX
- % of Assets
- 2.10%
- Market Value
- $1.1M
-
CLEARBRIDGE LARGE CAP GROWTH IS
- Symbol
- LSITX
- % of Assets
- 1.92%
- Market Value
- $961.3K
-
SCHWAB CORE EQT
- Symbol
- SWANX
- % of Assets
- 1.83%
- Market Value
- $916.3K
-
LOOMIS SYL INV GRADE CL Y TRS II
- Symbol
- LSIIX
- % of Assets
- 1.81%
- Market Value
- $905.2K
-
SCHWAB SMALL CAP EQT CL SLCT
- Symbol
- SWSCX
- % of Assets
- 1.69%
- Market Value
- $847.7K
-
SCHWAB US MID CAP INDEX
- Symbol
- SWMCX
- % of Assets
- 1.26%
- Market Value
- $633.3K
-
SCHWAB FNMTL INTL LG CO CL INST
- Symbol
- SFNNX
- % of Assets
- 0.43%
- Market Value
- $214.4K
-
CLEARBRIDGE SMALL CAP GROWTH IS
- Symbol
- LMOIX
- % of Assets
- 0.38%
- Market Value
- $189.8K
-
US DOLLAR
- Symbol
- USD
- % of Assets
- 0.32%
- Market Value
- $161.2K
