Asset Management

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- Anonymous
- Advisor
- Retirement professional
- Personal investor

Asset Management

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SCHWAB US AGGREGATE BOND INDEX

Symbol

SWAGX

% of Assets

37.39%

Market Value

$253.5M
SCHWAB CORE EQT

Symbol

SWANX

% of Assets

26.29%

Market Value

$178.3M
SCHWAB SELECT LARGE CAP GROWTH

Symbol

LGILX

% of Assets

14.80%

Market Value

$100.3M
SCHWAB INTERNATI OPRT

Symbol

SWMIX

% of Assets

10.30%

Market Value

$69.8M
SCHWAB SMALL CAP EQT CL SLCT

Symbol

SWSCX

% of Assets

8.16%

Market Value

$55.4M
SCHWAB GOVERNMENT MONEY ULTRA

Symbol

SGUXX

% of Assets

2.52%

Market Value

$17.1M
SSC GOVERNMENT MM GVMXX

Symbol

GVMXX

% of Assets

0.40%

Market Value

$2.7M

Fund Name	CUSIP	Symbol	Quantity	% of Assets	Market Value
SCHWAB US AGGREGATE BOND INDEX		SWAGX		37.39%	$253.5M
SCHWAB CORE EQT		SWANX		26.29%	$178.3M
SCHWAB SELECT LARGE CAP GROWTH		LGILX		14.80%	$100.3M
SCHWAB INTERNATI OPRT		SWMIX		10.30%	$69.8M
SCHWAB SMALL CAP EQT CL SLCT		SWSCX		8.16%	$55.4M
SCHWAB GOVERNMENT MONEY ULTRA		SGUXX		2.52%	$17.1M
SSC GOVERNMENT MM GVMXX		GVMXX		0.40%	$2.7M