-
SCHWAB S&P 500 INDEX CL SEL
- Symbol
- SWPPX
- % of Assets
- 20.09%
- Market Value
- $17.9M
-
SCHWAB INTERNATI OPRT
- Symbol
- SWMIX
- % of Assets
- 13.97%
- Market Value
- $12.5M
-
SCHWAB SELECT LARGE CAP GROWTH
- Symbol
- LGILX
- % of Assets
- 10.37%
- Market Value
- $9.2M
-
SCHWAB INTL CORE EQT CL INST
- Symbol
- SICNX
- % of Assets
- 10.16%
- Market Value
- $9.1M
-
DODGE AND COX STOCK CL I
- Symbol
- DODGX
- % of Assets
- 6.15%
- Market Value
- $5.5M
-
SCHWAB GLOBAL REAL ESTATE CL SLCT
- Symbol
- SWASX
- % of Assets
- 5.85%
- Market Value
- $5.2M
-
SCHWAB SMALL CAP EQT CL SLCT
- Symbol
- SWSCX
- % of Assets
- 5.78%
- Market Value
- $5.2M
-
SCHWAB FND US LG CO INDEX CL INST
- Symbol
- SFLNX
- % of Assets
- 5.76%
- Market Value
- $5.1M
-
GOLDMAN SAC EMERG MKT EQ CL INST
- Symbol
- GERIX
- % of Assets
- 5.45%
- Market Value
- $4.9M
-
SCHWAB CORE EQT
- Symbol
- SWANX
- % of Assets
- 4.81%
- Market Value
- $4.3M
-
CLEARBRIDGE LARGE CAP GROWTH IS
- Symbol
- LSITX
- % of Assets
- 2.42%
- Market Value
- $2.2M
-
SCHWAB US MID CAP INDEX
- Symbol
- SWMCX
- % of Assets
- 2.03%
- Market Value
- $1.8M
-
CLEARBRIDGE SMALL CAP GROWTH IS
- Symbol
- LMOIX
- % of Assets
- 1.86%
- Market Value
- $1.7M
-
LOOMIS SYL INV GRADE CL Y TRS II
- Symbol
- LSIIX
- % of Assets
- 1.59%
- Market Value
- $1.4M
-
SCHWAB FNMTL INTL LG CO CL INST
- Symbol
- SFNNX
- % of Assets
- 1.14%
- Market Value
- $1.0M
-
SCHWAB US AGGREGATE BOND INDEX
- Symbol
- SWAGX
- % of Assets
- 0.97%
- Market Value
- $861.3K
-
PIMCO INTERNATIONAL BOND CL INSTL
- Symbol
- PFORX
- % of Assets
- 0.60%
- Market Value
- $537.8K
-
US DOLLAR
- Symbol
- USD
- % of Assets
- 0.51%
- Market Value
- $453.4K
-
SCHWAB SHORT-TERM BOND INDEX
- Symbol
- SWSBX
- % of Assets
- 0.48%
- Market Value
- $428.5K
