-
SCHWAB S&P 500 INDEX CL SEL
- Symbol
- SWPPX
- % of Assets
- 19.99%
- Market Value
- $5.0M
-
SCHWAB INTERNATI OPRT
- Symbol
- SWMIX
- % of Assets
- 14.13%
- Market Value
- $3.5M
-
SCHWAB SELECT LARGE CAP GROWTH
- Symbol
- LGILX
- % of Assets
- 10.95%
- Market Value
- $2.7M
-
SCHWAB INTL CORE EQT CL INST
- Symbol
- SICNX
- % of Assets
- 10.39%
- Market Value
- $2.6M
-
DODGE AND COX STOCK CL I
- Symbol
- DODGX
- % of Assets
- 6.24%
- Market Value
- $1.6M
-
SCHWAB SMALL CAP EQT CL SLCT
- Symbol
- SWSCX
- % of Assets
- 6.07%
- Market Value
- $1.5M
-
GOLDMAN SAC EMERG MKT EQ CL INST
- Symbol
- GERIX
- % of Assets
- 5.99%
- Market Value
- $1.5M
-
SCHWAB FND US LG CO INDEX CL INST
- Symbol
- SFLNX
- % of Assets
- 5.99%
- Market Value
- $1.5M
-
SCHWAB GLOBAL REAL ESTATE CL SLCT
- Symbol
- SWASX
- % of Assets
- 5.85%
- Market Value
- $1.5M
-
SCHWAB CORE EQT
- Symbol
- SWANX
- % of Assets
- 4.80%
- Market Value
- $1.2M
-
SCHWAB US MID CAP INDEX
- Symbol
- SWMCX
- % of Assets
- 2.09%
- Market Value
- $521.9K
-
CLEARBRIDGE LARGE CAP GROWTH IS
- Symbol
- LSITX
- % of Assets
- 1.74%
- Market Value
- $434.0K
-
CLEARBRIDGE SMALL CAP GROWTH IS
- Symbol
- LMOIX
- % of Assets
- 1.73%
- Market Value
- $431.1K
-
SCHWAB FNMTL INTL LG CO CL INST
- Symbol
- SFNNX
- % of Assets
- 1.28%
- Market Value
- $320.7K
-
LOOMIS SYL INV GRADE CL Y TRS II
- Symbol
- LSIIX
- % of Assets
- 0.98%
- Market Value
- $244.6K
-
PIMCO INTERNATIONAL BOND CL INSTL
- Symbol
- PFORX
- % of Assets
- 0.57%
- Market Value
- $141.6K
-
SCHWAB SHORT-TERM BOND INDEX
- Symbol
- SWSBX
- % of Assets
- 0.53%
- Market Value
- $133.1K
-
US DOLLAR
- Symbol
- USD
- % of Assets
- 0.46%
- Market Value
- $115.2K
-
SCHWAB US AGGREGATE BOND INDEX
- Symbol
- SWAGX
- % of Assets
- 0.44%
- Market Value
- $110.1K
