-
SCHWAB S&P 500 INDEX CL SEL
- Symbol
- SWPPX
- % of Assets
- 19.27%
- Market Value
- $17.7M
-
SCHWAB INTERNATI OPRT
- Symbol
- SWMIX
- % of Assets
- 14.42%
- Market Value
- $13.2M
-
SCHWAB INTL CORE EQT CL INST
- Symbol
- SICNX
- % of Assets
- 10.91%
- Market Value
- $10.0M
-
SCHWAB SELECT LARGE CAP GROWTH
- Symbol
- LGILX
- % of Assets
- 9.43%
- Market Value
- $8.7M
-
DODGE AND COX STOCK CL I
- Symbol
- DODGX
- % of Assets
- 6.30%
- Market Value
- $5.8M
-
SCHWAB FND US LG CO INDEX CL INST
- Symbol
- SFLNX
- % of Assets
- 5.96%
- Market Value
- $5.5M
-
GOLDMAN SAC EMERG MKT EQ CL INST
- Symbol
- GERIX
- % of Assets
- 5.82%
- Market Value
- $5.3M
-
SCHWAB GLOBAL REAL ESTATE CL SLCT
- Symbol
- SWASX
- % of Assets
- 5.63%
- Market Value
- $5.2M
-
SCHWAB SMALL CAP EQT CL SLCT
- Symbol
- SWSCX
- % of Assets
- 5.38%
- Market Value
- $4.9M
-
SCHWAB CORE EQT
- Symbol
- SWANX
- % of Assets
- 4.61%
- Market Value
- $4.2M
-
PGIM JENNISON GROWTH R6
- Symbol
- PJFQX
- % of Assets
- 2.27%
- Market Value
- $2.1M
-
SCHWAB US MID CAP INDEX
- Symbol
- SWMCX
- % of Assets
- 1.90%
- Market Value
- $1.7M
-
DRIEHAUS SMALL CAP GROWTH
- Symbol
- DNSMX
- % of Assets
- 1.75%
- Market Value
- $1.6M
-
SCHWAB US AGGREGATE BOND INDEX
- Symbol
- SWAGX
- % of Assets
- 1.42%
- Market Value
- $1.3M
-
SCHWAB FNMTL INTL LG CO CL INST
- Symbol
- SFNNX
- % of Assets
- 1.40%
- Market Value
- $1.3M
-
LOOMIS SYL INV GRADE CL Y TRS II
- Symbol
- LSIIX
- % of Assets
- 1.35%
- Market Value
- $1.2M
-
PIMCO INTERNATIONAL BOND CL INSTL
- Symbol
- PFORX
- % of Assets
- 0.70%
- Market Value
- $639.6K
-
US DOLLAR
- Symbol
- USD
- % of Assets
- 0.55%
- Market Value
- $501.8K
-
SCHWAB SHORT-TERM BOND INDEX
- Symbol
- SWSBX
- % of Assets
- 0.48%
- Market Value
- $437.3K
-
ALLSPRING CORE PLUS BOND R6
- Symbol
- STYJX
- % of Assets
- 0.44%
- Market Value
- $406.2K
