-
SCHWAB S&P 500 INDEX CL SEL
- Symbol
- SWPPX
- % of Assets
- 20.36%
- Market Value
- $45.7M
-
SCHWAB INTERNATI OPRT
- Symbol
- SWMIX
- % of Assets
- 13.26%
- Market Value
- $29.8M
-
SCHWAB SELECT LARGE CAP GROWTH
- Symbol
- LGILX
- % of Assets
- 10.14%
- Market Value
- $22.8M
-
SCHWAB INTL CORE EQT CL INST
- Symbol
- SICNX
- % of Assets
- 9.64%
- Market Value
- $21.7M
-
DODGE AND COX STOCK CL I
- Symbol
- DODGX
- % of Assets
- 6.00%
- Market Value
- $13.5M
-
SCHWAB GLOBAL REAL ESTATE CL SLCT
- Symbol
- SWASX
- % of Assets
- 5.87%
- Market Value
- $13.2M
-
SCHWAB FND US LG CO INDEX CL INST
- Symbol
- SFLNX
- % of Assets
- 5.80%
- Market Value
- $13.0M
-
SCHWAB SMALL CAP EQT CL SLCT
- Symbol
- SWSCX
- % of Assets
- 5.60%
- Market Value
- $12.6M
-
GOLDMAN SAC EMERG MKT EQ CL INST
- Symbol
- GERIX
- % of Assets
- 4.91%
- Market Value
- $11.0M
-
SCHWAB CORE EQT
- Symbol
- SWANX
- % of Assets
- 4.69%
- Market Value
- $10.5M
-
CLEARBRIDGE LARGE CAP GROWTH IS
- Symbol
- LSITX
- % of Assets
- 2.57%
- Market Value
- $5.8M
-
SCHWAB US MID CAP INDEX
- Symbol
- SWMCX
- % of Assets
- 2.01%
- Market Value
- $4.5M
-
LOOMIS SYL INV GRADE CL Y TRS II
- Symbol
- LSIIX
- % of Assets
- 1.94%
- Market Value
- $4.4M
-
CLEARBRIDGE SMALL CAP GROWTH IS
- Symbol
- LMOIX
- % of Assets
- 1.82%
- Market Value
- $4.1M
-
SCHWAB US AGGREGATE BOND INDEX
- Symbol
- SWAGX
- % of Assets
- 1.80%
- Market Value
- $4.0M
-
SCHWAB FNMTL INTL LG CO CL INST
- Symbol
- SFNNX
- % of Assets
- 1.12%
- Market Value
- $2.5M
-
PIMCO INTERNATIONAL BOND CL INSTL
- Symbol
- PFORX
- % of Assets
- 0.90%
- Market Value
- $2.0M
-
SCHWAB SHORT-TERM BOND INDEX
- Symbol
- SWSBX
- % of Assets
- 0.63%
- Market Value
- $1.4M
-
US DOLLAR
- Symbol
- USD
- % of Assets
- 0.51%
- Market Value
- $1.2M
-
BAIRD AGGREGATE BOND CL INST
- Symbol
- BAGIX
- % of Assets
- 0.42%
- Market Value
- $947.1K
