-
SCHWAB S&P 500 INDEX CL SEL
- Symbol
- SWPPX
- % of Assets
- 20.74%
- Market Value
- $65.5M
-
SCHWAB INTERNATI OPRT
- Symbol
- SWMIX
- % of Assets
- 12.43%
- Market Value
- $39.3M
-
SCHWAB SELECT LARGE CAP GROWTH
- Symbol
- LGILX
- % of Assets
- 9.53%
- Market Value
- $30.1M
-
SCHWAB INTL CORE EQT CL INST
- Symbol
- SICNX
- % of Assets
- 9.22%
- Market Value
- $29.1M
-
DODGE AND COX STOCK CL I
- Symbol
- DODGX
- % of Assets
- 5.90%
- Market Value
- $18.6M
-
SCHWAB GLOBAL REAL ESTATE CL SLCT
- Symbol
- SWASX
- % of Assets
- 5.71%
- Market Value
- $18.0M
-
SCHWAB FND US LG CO INDEX CL INST
- Symbol
- SFLNX
- % of Assets
- 5.43%
- Market Value
- $17.2M
-
SCHWAB SMALL CAP EQT CL SLCT
- Symbol
- SWSCX
- % of Assets
- 5.08%
- Market Value
- $16.1M
-
SCHWAB CORE EQT
- Symbol
- SWANX
- % of Assets
- 4.79%
- Market Value
- $15.1M
-
GOLDMAN SAC EMERG MKT EQ CL INST
- Symbol
- GERIX
- % of Assets
- 4.33%
- Market Value
- $13.7M
-
CLEARBRIDGE LARGE CAP GROWTH IS
- Symbol
- LSITX
- % of Assets
- 3.44%
- Market Value
- $10.9M
-
LOOMIS SYL INV GRADE CL Y TRS II
- Symbol
- LSIIX
- % of Assets
- 2.47%
- Market Value
- $7.8M
-
SCHWAB US AGGREGATE BOND INDEX
- Symbol
- SWAGX
- % of Assets
- 2.28%
- Market Value
- $7.2M
-
SCHWAB US MID CAP INDEX
- Symbol
- SWMCX
- % of Assets
- 1.96%
- Market Value
- $6.2M
-
CLEARBRIDGE SMALL CAP GROWTH IS
- Symbol
- LMOIX
- % of Assets
- 1.71%
- Market Value
- $5.4M
-
PIMCO INTERNATIONAL BOND CL INSTL
- Symbol
- PFORX
- % of Assets
- 1.33%
- Market Value
- $4.2M
-
BAIRD AGGREGATE BOND CL INST
- Symbol
- BAGIX
- % of Assets
- 1.18%
- Market Value
- $3.7M
-
SCHWAB FNMTL INTL LG CO CL INST
- Symbol
- SFNNX
- % of Assets
- 1.06%
- Market Value
- $3.3M
-
SCHWAB SHORT-TERM BOND INDEX
- Symbol
- SWSBX
- % of Assets
- 0.81%
- Market Value
- $2.5M
-
US DOLLAR
- Symbol
- USD
- % of Assets
- 0.50%
- Market Value
- $1.6M
-
SCHWAB GOVERNMENT MONEY ULTRA
- Symbol
- SGUXX
- % of Assets
- 0.09%
- Market Value
- $286.0K
