-
SCHWAB US AGGREGATE BOND INDEX
- Symbol
- SWAGX
- % of Assets
- 23.09%
- Market Value
- $86.7M
-
SCHWAB S&P 500 INDEX CL SEL
- Symbol
- SWPPX
- % of Assets
- 14.69%
- Market Value
- $55.2M
-
BAIRD AGGREGATE BOND CL INST
- Symbol
- BAGIX
- % of Assets
- 11.56%
- Market Value
- $43.4M
-
SCHWAB SHORT-TERM BOND INDEX
- Symbol
- SWSBX
- % of Assets
- 6.84%
- Market Value
- $25.7M
-
SCHWAB TREASURY INFL PROTECTED
- Symbol
- SWRSX
- % of Assets
- 6.00%
- Market Value
- $22.5M
-
SCHWAB INTERNATI OPRT
- Symbol
- SWMIX
- % of Assets
- 5.73%
- Market Value
- $21.5M
-
SCHWAB INTL CORE EQT CL INST
- Symbol
- SICNX
- % of Assets
- 4.55%
- Market Value
- $17.1M
-
SCHWAB LARGE CAP GROWTH OPPORT
- Symbol
- LGILX
- % of Assets
- 4.34%
- Market Value
- $16.3M
-
DODGE AND COX STOCK CL I
- Symbol
- DODGX
- % of Assets
- 3.07%
- Market Value
- $11.5M
-
ALLSPRING CORE PLUS BOND R6
- Symbol
- STYJX
- % of Assets
- 2.97%
- Market Value
- $11.2M
-
SCHWAB GLOBAL REAL ESTATE CL SLCT
- Symbol
- SWASX
- % of Assets
- 2.59%
- Market Value
- $9.7M
-
SCHWAB FND US LG CO INDEX CL INST
- Symbol
- SFLNX
- % of Assets
- 2.38%
- Market Value
- $8.9M
-
PIMCO INTERNATIONAL BOND CL INSTL
- Symbol
- PFORX
- % of Assets
- 2.25%
- Market Value
- $8.4M
-
SCHWAB SMALL CAP EQT CL SLCT
- Symbol
- SWSCX
- % of Assets
- 1.81%
- Market Value
- $6.8M
-
SCHWAB GOVERNMENT MONEY ULTRA
- Symbol
- SGUXX
- % of Assets
- 1.78%
- Market Value
- $6.7M
-
SCHWAB US MID CAP INDEX
- Symbol
- SWMCX
- % of Assets
- 1.47%
- Market Value
- $5.5M
-
LOOMIS SYL INV GRADE CL Y TRS II
- Symbol
- LSIIX
- % of Assets
- 1.31%
- Market Value
- $4.9M
-
SCHWAB CORE EQT
- Symbol
- SWANX
- % of Assets
- 1.24%
- Market Value
- $4.6M
-
PGIM JENNISON GROWTH R6
- Symbol
- PJFQX
- % of Assets
- 1.11%
- Market Value
- $4.2M
-
DRIEHAUS SMALL CAP GROWTH
- Symbol
- DNSMX
- % of Assets
- 0.54%
- Market Value
- $2.0M
-
SCHWAB FNMTL INTL LG CO CL INST
- Symbol
- SFNNX
- % of Assets
- 0.51%
- Market Value
- $1.9M
-
US DOLLAR
- Symbol
- USD
- % of Assets
- 0.15%
- Market Value
- $562.0K
