-
SCHWAB S&P 500 INDEX CL SEL
- Symbol
- SWPPX
- % of Assets
- 19.29%
- Market Value
- $5.2M
-
SCHWAB INTERNATI OPRT
- Symbol
- SWMIX
- % of Assets
- 14.81%
- Market Value
- $4.0M
-
SCHWAB INTL CORE EQT CL INST
- Symbol
- SICNX
- % of Assets
- 10.85%
- Market Value
- $2.9M
-
SCHWAB SELECT LARGE CAP GROWTH
- Symbol
- LGILX
- % of Assets
- 9.57%
- Market Value
- $2.6M
-
DODGE AND COX STOCK CL I
- Symbol
- DODGX
- % of Assets
- 6.54%
- Market Value
- $1.8M
-
GOLDMAN SAC EMERG MKT EQ CL INST
- Symbol
- GERIX
- % of Assets
- 6.24%
- Market Value
- $1.7M
-
SCHWAB FND US LG CO INDEX CL INST
- Symbol
- SFLNX
- % of Assets
- 6.04%
- Market Value
- $1.6M
-
SCHWAB GLOBAL REAL ESTATE CL SLCT
- Symbol
- SWASX
- % of Assets
- 5.72%
- Market Value
- $1.5M
-
SCHWAB SMALL CAP EQT CL SLCT
- Symbol
- SWSCX
- % of Assets
- 5.66%
- Market Value
- $1.5M
-
SCHWAB CORE EQT
- Symbol
- SWANX
- % of Assets
- 4.74%
- Market Value
- $1.3M
-
PGIM JENNISON GROWTH R6
- Symbol
- PJFQX
- % of Assets
- 2.44%
- Market Value
- $660.1K
-
SCHWAB US MID CAP INDEX
- Symbol
- SWMCX
- % of Assets
- 2.04%
- Market Value
- $551.6K
-
DRIEHAUS SMALL CAP GROWTH
- Symbol
- DNSMX
- % of Assets
- 1.83%
- Market Value
- $493.7K
-
SCHWAB FNMTL INTL LG CO CL INST
- Symbol
- SFNNX
- % of Assets
- 1.29%
- Market Value
- $348.8K
-
LOOMIS SYL INV GRADE CL Y TRS II
- Symbol
- LSIIX
- % of Assets
- 1.09%
- Market Value
- $295.3K
-
US DOLLAR
- Symbol
- USD
- % of Assets
- 0.80%
- Market Value
- $217.5K
-
PIMCO INTERNATIONAL BOND CL INSTL
- Symbol
- PFORX
- % of Assets
- 0.53%
- Market Value
- $142.3K
-
SCHWAB SHORT-TERM BOND INDEX
- Symbol
- SWSBX
- % of Assets
- 0.50%
- Market Value
- $135.8K
-
SCHWAB US AGGREGATE BOND INDEX
- Symbol
- SWAGX
- % of Assets
- 0.36%
- Market Value
- $98.6K
