-
SCHWAB S&P 500 INDEX CL SEL
- Symbol
- SWPPX
- % of Assets
- 19.83%
- Market Value
- $4.7M
-
SCHWAB INTERNATI OPRT
- Symbol
- SWMIX
- % of Assets
- 14.08%
- Market Value
- $3.4M
-
SCHWAB SELECT LARGE CAP GROWTH
- Symbol
- LGILX
- % of Assets
- 10.61%
- Market Value
- $2.5M
-
SCHWAB INTL CORE EQT CL INST
- Symbol
- SICNX
- % of Assets
- 10.31%
- Market Value
- $2.5M
-
SCHWAB GLOBAL REAL ESTATE CL SLCT
- Symbol
- SWASX
- % of Assets
- 6.61%
- Market Value
- $1.6M
-
DODGE AND COX STOCK CL I
- Symbol
- DODGX
- % of Assets
- 6.39%
- Market Value
- $1.5M
-
GOLDMAN SAC EMERG MKT EQ CL INST
- Symbol
- GERIX
- % of Assets
- 6.08%
- Market Value
- $1.4M
-
SCHWAB FND US LG CO INDEX CL INST
- Symbol
- SFLNX
- % of Assets
- 6.02%
- Market Value
- $1.4M
-
SCHWAB SMALL CAP EQT CL SLCT
- Symbol
- SWSCX
- % of Assets
- 5.92%
- Market Value
- $1.4M
-
SCHWAB CORE EQT
- Symbol
- SWANX
- % of Assets
- 4.82%
- Market Value
- $1.1M
-
SCHWAB US MID CAP INDEX
- Symbol
- SWMCX
- % of Assets
- 2.06%
- Market Value
- $489.8K
-
CLEARBRIDGE SMALL CAP GROWTH IS
- Symbol
- LMOIX
- % of Assets
- 1.96%
- Market Value
- $466.5K
-
CLEARBRIDGE LARGE CAP GROWTH IS
- Symbol
- LSITX
- % of Assets
- 1.88%
- Market Value
- $448.1K
-
SCHWAB FNMTL INTL LG CO CL INST
- Symbol
- SFNNX
- % of Assets
- 1.25%
- Market Value
- $297.6K
-
LOOMIS SYL INV GRADE CL Y TRS II
- Symbol
- LSIIX
- % of Assets
- 0.84%
- Market Value
- $200.4K
-
US DOLLAR
- Symbol
- USD
- % of Assets
- 0.82%
- Market Value
- $195.0K
-
SCHWAB SHORT-TERM BOND INDEX
- Symbol
- SWSBX
- % of Assets
- 0.47%
- Market Value
- $111.9K
-
PIMCO INTERNATIONAL BOND CL INSTL
- Symbol
- PFORX
- % of Assets
- 0.33%
- Market Value
- $77.4K
-
SCHWAB US AGGREGATE BOND INDEX
- Symbol
- SWAGX
- % of Assets
- 0.30%
- Market Value
- $72.4K
