-
SCHWAB US AGGREGATE BOND INDEX
- Symbol
- SWAGX
- % of Assets
- 28.66%
- Market Value
- $12.3M
-
BAIRD AGGREGATE BOND CL INST
- Symbol
- BAGIX
- % of Assets
- 15.90%
- Market Value
- $6.8M
-
SCHWAB S&P 500 INDEX CL SEL
- Symbol
- SWPPX
- % of Assets
- 11.45%
- Market Value
- $4.9M
-
SCHWAB SHORT-TERM BOND INDEX
- Symbol
- SWSBX
- % of Assets
- 8.56%
- Market Value
- $3.7M
-
SCHWAB TREASURY INFL PROTECTED
- Symbol
- SWRSX
- % of Assets
- 6.96%
- Market Value
- $3.0M
-
SCHWAB INTERNATI OPRT
- Symbol
- SWMIX
- % of Assets
- 3.64%
- Market Value
- $1.6M
-
SCHWAB SELECT LARGE CAP GROWTH
- Symbol
- LGILX
- % of Assets
- 3.45%
- Market Value
- $1.5M
-
SCHWAB INTL CORE EQT CL INST
- Symbol
- SICNX
- % of Assets
- 3.03%
- Market Value
- $1.3M
-
SCHWAB GOVERNMENT MONEY ULTRA
- Symbol
- SGUXX
- % of Assets
- 2.57%
- Market Value
- $1.1M
-
DODGE AND COX STOCK CL I
- Symbol
- DODGX
- % of Assets
- 2.48%
- Market Value
- $1.1M
-
PIMCO INTERNATIONAL BOND CL INSTL
- Symbol
- PFORX
- % of Assets
- 2.03%
- Market Value
- $869.9K
-
SCHWAB GLOBAL REAL ESTATE CL SLCT
- Symbol
- SWASX
- % of Assets
- 1.89%
- Market Value
- $810.9K
-
SCHWAB FND US LG CO INDEX CL INST
- Symbol
- SFLNX
- % of Assets
- 1.79%
- Market Value
- $766.9K
-
SCHWAB CORE EQT
- Symbol
- SWANX
- % of Assets
- 1.46%
- Market Value
- $625.7K
-
SCHWAB SMALL CAP EQT CL SLCT
- Symbol
- SWSCX
- % of Assets
- 1.28%
- Market Value
- $546.8K
-
SCHWAB US MID CAP INDEX
- Symbol
- SWMCX
- % of Assets
- 1.11%
- Market Value
- $477.9K
-
ALLSPRING CORE PLUS BOND R6
- Symbol
- STYJX
- % of Assets
- 0.90%
- Market Value
- $385.6K
-
PGIM JENNISON GROWTH R6
- Symbol
- PJFQX
- % of Assets
- 0.76%
- Market Value
- $327.8K
-
US DOLLAR
- Symbol
- USD
- % of Assets
- 0.70%
- Market Value
- $300.1K
-
LOOMIS SYL INV GRADE CL Y TRS II
- Symbol
- LSIIX
- % of Assets
- 0.57%
- Market Value
- $243.0K
-
DRIEHAUS SMALL CAP GROWTH
- Symbol
- DNSMX
- % of Assets
- 0.45%
- Market Value
- $194.7K
-
SCHWAB FNMTL INTL LG CO CL INST
- Symbol
- SFNNX
- % of Assets
- 0.35%
- Market Value
- $150.7K
