Schwab U.S. Large-Cap Value Index Fund (SWLVX)

BERKSHIRE HATHAWAY INC CLASS B

Symbol

BRK/B

% of Assets

3.09%

Market Value

$29.0M
JPMORGAN CHASE

Symbol

JPM

% of Assets

2.92%

Market Value

$27.4M
ALPHABET INC CLASS A

Symbol

GOOGL

% of Assets

2.15%

Market Value

$20.2M
AMAZON COM INC

Symbol

AMZN

% of Assets

2.03%

Market Value

$19.0M
ALPHABET INC CLASS C

Symbol

GOOG

% of Assets

1.76%

Market Value

$16.5M
EXXON MOBIL CORP

Symbol

XOM

% of Assets

1.69%

Market Value

$15.9M
JOHNSON & JOHNSON

Symbol

JNJ

% of Assets

1.66%

Market Value

$15.6M
WALMART INC

Symbol

WMT

% of Assets

1.45%

Market Value

$13.6M
BANK OF AMERICA CORP

Symbol

BAC

% of Assets

1.12%

Market Value

$10.5M
PROCTER & GAMBLE

Symbol

PG

% of Assets

1.12%

Market Value

$10.5M
MICRON TECHNOLOGY INC

Symbol

MU

% of Assets

1.06%

Market Value

$10.0M
CISCO SYSTEMS INC

Symbol

CSCO

% of Assets

1.02%

Market Value

$9.6M
UNITEDHEALTH GROUP INC

Symbol

UNH

% of Assets

1.00%

Market Value

$9.4M
WELLS FARGO

Symbol

WFC

% of Assets

0.98%

Market Value

$9.2M
CHEVRON CORP

Symbol

CVX

% of Assets

0.95%

Market Value

$8.9M
INTERNATIONAL BUSINESS MACHINES CO

Symbol

IBM

% of Assets

0.92%

Market Value

$8.6M
MERCK & CO INC

Symbol

MRK

% of Assets

0.88%

Market Value

$8.3M
META PLATFORMS INC CLASS A

Symbol

META

% of Assets

0.86%

Market Value

$8.0M
PHILIP MORRIS INTERNATIONAL INC

Symbol

PM

% of Assets

0.83%

Market Value

$7.8M
RTX CORP

Symbol

RTX

% of Assets

0.82%

Market Value

$7.7M
GOLDMAN SACHS GROUP INC

Symbol

GS

% of Assets

0.81%

Market Value

$7.6M
CATERPILLAR INC

Symbol

CAT

% of Assets

0.77%

Market Value

$7.3M
SALESFORCE INC

Symbol

CRM

% of Assets

0.73%

Market Value

$6.9M
THERMO FISHER SCIENTIFIC INC

Symbol

TMO

% of Assets

0.73%

Market Value

$6.8M
ABBOTT LABORATORIES

Symbol

ABT

% of Assets

0.72%

Market Value

$6.8M
MCDONALDS CORP

Symbol

MCD

% of Assets

0.69%

Market Value

$6.4M
WALT DISNEY

Symbol

DIS

% of Assets

0.69%

Market Value

$6.4M
MORGAN STANLEY

Symbol

MS

% of Assets

0.68%

Market Value

$6.4M
LINDE PLC

Symbol

LIN

% of Assets

0.67%

Market Value

$6.3M
VERIZON COMMUNICATIONS INC

Symbol

VZ

% of Assets

0.57%

Market Value

$5.4M
AT&T INC

Symbol

T

% of Assets

0.57%

Market Value

$5.4M
CITIGROUP INC

Symbol

C

% of Assets

0.57%

Market Value

$5.3M
PEPSICO INC

Symbol

PEP

% of Assets

0.57%

Market Value

$5.3M
ACCENTURE PLC CLASS A

Symbol

ACN

% of Assets

0.56%

Market Value

$5.3M
NEXTERA ENERGY INC

Symbol

NEE

% of Assets

0.56%

Market Value

$5.2M
BLACKROCK INC

Symbol

BLK

% of Assets

0.54%

Market Value

$5.1M
INTEL CORPORATION CORP

Symbol

INTC

% of Assets

0.54%

Market Value

$5.1M
S&P GLOBAL INC

Symbol

SPGI

% of Assets

0.53%

Market Value

$5.0M
CHARLES SCHWAB CORP

Symbol

SCHW

% of Assets

0.52%

Market Value

$4.8M
CAPITAL ONE FINANCIAL CORP

Symbol

COF

% of Assets

0.51%

Market Value

$4.8M
APPLIED MATERIAL INC

Symbol

AMAT

% of Assets

0.49%

Market Value

$4.6M
DANAHER CORP

Symbol

DHR

% of Assets

0.48%

Market Value

$4.5M
ADVANCED MICRO DEVICES INC

Symbol

AMD

% of Assets

0.48%

Market Value

$4.5M
QUALCOMM INC

Symbol

QCOM

% of Assets

0.47%

Market Value

$4.5M
PFIZER INC

Symbol

PFE

% of Assets

0.47%

Market Value

$4.4M
BOEING

Symbol

BA

% of Assets

0.46%

Market Value

$4.4M
COCA-COLA

Symbol

KO

% of Assets

0.46%

Market Value

$4.3M
LOWES COMPANIES INC

Symbol

LOW

% of Assets

0.45%

Market Value

$4.2M
ANALOG DEVICES INC

Symbol

ADI

% of Assets

0.45%

Market Value

$4.2M
AMERICAN EXPRESS

Symbol

AXP

% of Assets

0.45%

Market Value

$4.2M
WELLTOWER INC

Symbol

WELL

% of Assets

0.43%

Market Value

$4.0M
UNION PACIFIC CORP

Symbol

UNP

% of Assets

0.42%

Market Value

$4.0M
PROGRESSIVE CORP

Symbol

PGR

% of Assets

0.42%

Market Value

$4.0M
EATON PLC

Symbol

ETN

% of Assets

0.42%

Market Value

$3.9M
HONEYWELL INTERNATIONAL INC

Symbol

HON

% of Assets

0.41%

Market Value

$3.9M
MEDTRONIC PLC

Symbol

MDT

% of Assets

0.41%

Market Value

$3.9M
PROLOGIS REIT INC

Symbol

PLD

% of Assets

0.39%

Market Value

$3.7M
CONOCOPHILLIPS

Symbol

COP

% of Assets

0.39%

Market Value

$3.7M
BOSTON SCIENTIFIC CORP

Symbol

BSX

% of Assets

0.39%

Market Value

$3.6M
CHUBB LTD

Symbol

CB

% of Assets

0.38%

Market Value

$3.6M
DEERE

Symbol

DE

% of Assets

0.38%

Market Value

$3.6M
GILEAD SCIENCES INC

Symbol

GILD

% of Assets

0.37%

Market Value

$3.5M
PARKER-HANNIFIN CORP

Symbol

PH

% of Assets

0.37%

Market Value

$3.5M
CONSTELLATION ENERGY CORP

Symbol

CEG

% of Assets

0.37%

Market Value

$3.5M
NEWMONT

Symbol

NEM

% of Assets

0.37%

Market Value

$3.4M
COMCAST CORP CLASS A

Symbol

CMCSA

% of Assets

0.36%

Market Value

$3.4M
SSC GOVERNMENT MM GVMXX

Symbol

GVMXX

% of Assets

0.36%

Market Value

$3.3M
CVS HEALTH CORP

Symbol

CVS

% of Assets

0.33%

Market Value

$3.1M
CME GROUP INC CLASS A

Symbol

CME

% of Assets

0.33%

Market Value

$3.1M
T MOBILE US INC

Symbol

TMUS

% of Assets

0.33%

Market Value

$3.1M
ALTRIA GROUP INC

Symbol

MO

% of Assets

0.32%

Market Value

$3.0M
SOUTHERN

Symbol

SO

% of Assets

0.32%

Market Value

$3.0M
TEXAS INSTRUMENT INC

Symbol

TXN

% of Assets

0.31%

Market Value

$2.9M
INTERCONTINENTAL EXCHANGE INC

Symbol

ICE

% of Assets

0.31%

Market Value

$2.9M
DUKE ENERGY CORP

Symbol

DUK

% of Assets

0.30%

Market Value

$2.9M
STRYKER CORP

Symbol

SYK

% of Assets

0.30%

Market Value

$2.8M
BRISTOL MYERS SQUIBB

Symbol

BMY

% of Assets

0.30%

Market Value

$2.8M
TJX INC

Symbol

TJX

% of Assets

0.29%

Market Value

$2.7M
GENERAL DYNAMICS CORP

Symbol

GD

% of Assets

0.28%

Market Value

$2.7M
CRH PUBLIC LIMITED PLC

Symbol

CRH

% of Assets

0.28%

Market Value

$2.6M
US BANCORP

Symbol

USB

% of Assets

0.28%

Market Value

$2.6M
STARBUCKS CORP

Symbol

SBUX

% of Assets

0.28%

Market Value

$2.6M
PNC FINANCIAL SERVICES GROUP INC

Symbol

PNC

% of Assets

0.27%

Market Value

$2.6M
HOME DEPOT INC

Symbol

HD

% of Assets

0.27%

Market Value

$2.5M
MARSH INC

Symbol

MRSH

% of Assets

0.27%

Market Value

$2.5M
JOHNSON CONTROLS INTERNATIONAL PLC

Symbol

JCI

% of Assets

0.26%

Market Value

$2.5M
REGENERON PHARMACEUTICALS INC

Symbol

REGN

% of Assets

0.26%

Market Value

$2.4M
ELEVANCE HEALTH INC

Symbol

ELV

% of Assets

0.26%

Market Value

$2.4M
NORTHROP GRUMMAN CORP

Symbol

NOC

% of Assets

0.26%

Market Value

$2.4M
GENERAL MOTORS

Symbol

GM

% of Assets

0.25%

Market Value

$2.4M
BANK OF NEW YORK MELLON CORP

Symbol

BK

% of Assets

0.25%

Market Value

$2.3M
EQUINIX REIT INC

Symbol

EQIX

% of Assets

0.25%

Market Value

$2.3M
EMERSON ELECTRIC

Symbol

EMR

% of Assets

0.25%

Market Value

$2.3M
NIKE INC CLASS B

Symbol

NKE

% of Assets

0.25%

Market Value

$2.3M
UNITED PARCEL SERVICE INC CLASS B

Symbol

UPS

% of Assets

0.24%

Market Value

$2.3M
FREEPORT MCMORAN INC

Symbol

FCX

% of Assets

0.24%

Market Value

$2.3M
ROBINHOOD MARKETS INC CLASS A

Symbol

HOOD

% of Assets

0.24%

Market Value

$2.3M
LOCKHEED MARTIN CORP

Symbol

LMT

% of Assets

0.24%

Market Value

$2.3M
3M

Symbol

MMM

% of Assets

0.24%

Market Value

$2.2M
CUMMINS INC

Symbol

CMI

% of Assets

0.23%

Market Value

$2.2M

Fund Name	Symbol	% of Assets	Market Value
BERKSHIRE HATHAWAY INC CLASS B	BRK/B	3.09%	$29.0M
JPMORGAN CHASE	JPM	2.92%	$27.4M
ALPHABET INC CLASS A	GOOGL	2.15%	$20.2M
AMAZON COM INC	AMZN	2.03%	$19.0M
ALPHABET INC CLASS C	GOOG	1.76%	$16.5M
EXXON MOBIL CORP	XOM	1.69%	$15.9M
JOHNSON & JOHNSON	JNJ	1.66%	$15.6M
WALMART INC	WMT	1.45%	$13.6M
BANK OF AMERICA CORP	BAC	1.12%	$10.5M
PROCTER & GAMBLE	PG	1.12%	$10.5M
MICRON TECHNOLOGY INC	MU	1.06%	$10.0M
CISCO SYSTEMS INC	CSCO	1.02%	$9.6M
UNITEDHEALTH GROUP INC	UNH	1.00%	$9.4M
WELLS FARGO	WFC	0.98%	$9.2M
CHEVRON CORP	CVX	0.95%	$8.9M
INTERNATIONAL BUSINESS MACHINES CO	IBM	0.92%	$8.6M
MERCK & CO INC	MRK	0.88%	$8.3M
META PLATFORMS INC CLASS A	META	0.86%	$8.0M
PHILIP MORRIS INTERNATIONAL INC	PM	0.83%	$7.8M
RTX CORP	RTX	0.82%	$7.7M
GOLDMAN SACHS GROUP INC	GS	0.81%	$7.6M
CATERPILLAR INC	CAT	0.77%	$7.3M
SALESFORCE INC	CRM	0.73%	$6.9M
THERMO FISHER SCIENTIFIC INC	TMO	0.73%	$6.8M
ABBOTT LABORATORIES	ABT	0.72%	$6.8M
MCDONALDS CORP	MCD	0.69%	$6.4M
WALT DISNEY	DIS	0.69%	$6.4M
MORGAN STANLEY	MS	0.68%	$6.4M
LINDE PLC	LIN	0.67%	$6.3M
VERIZON COMMUNICATIONS INC	VZ	0.57%	$5.4M
AT&T INC	T	0.57%	$5.4M
CITIGROUP INC	C	0.57%	$5.3M
PEPSICO INC	PEP	0.57%	$5.3M
ACCENTURE PLC CLASS A	ACN	0.56%	$5.3M
NEXTERA ENERGY INC	NEE	0.56%	$5.2M
BLACKROCK INC	BLK	0.54%	$5.1M
INTEL CORPORATION CORP	INTC	0.54%	$5.1M
S&P GLOBAL INC	SPGI	0.53%	$5.0M
CHARLES SCHWAB CORP	SCHW	0.52%	$4.8M
CAPITAL ONE FINANCIAL CORP	COF	0.51%	$4.8M
APPLIED MATERIAL INC	AMAT	0.49%	$4.6M
DANAHER CORP	DHR	0.48%	$4.5M
ADVANCED MICRO DEVICES INC	AMD	0.48%	$4.5M
QUALCOMM INC	QCOM	0.47%	$4.5M
PFIZER INC	PFE	0.47%	$4.4M
BOEING	BA	0.46%	$4.4M
COCA-COLA	KO	0.46%	$4.3M
LOWES COMPANIES INC	LOW	0.45%	$4.2M
ANALOG DEVICES INC	ADI	0.45%	$4.2M
AMERICAN EXPRESS	AXP	0.45%	$4.2M
WELLTOWER INC	WELL	0.43%	$4.0M
UNION PACIFIC CORP	UNP	0.42%	$4.0M
PROGRESSIVE CORP	PGR	0.42%	$4.0M
EATON PLC	ETN	0.42%	$3.9M
HONEYWELL INTERNATIONAL INC	HON	0.41%	$3.9M
MEDTRONIC PLC	MDT	0.41%	$3.9M
PROLOGIS REIT INC	PLD	0.39%	$3.7M
CONOCOPHILLIPS	COP	0.39%	$3.7M
BOSTON SCIENTIFIC CORP	BSX	0.39%	$3.6M
CHUBB LTD	CB	0.38%	$3.6M
DEERE	DE	0.38%	$3.6M
GILEAD SCIENCES INC	GILD	0.37%	$3.5M
PARKER-HANNIFIN CORP	PH	0.37%	$3.5M
CONSTELLATION ENERGY CORP	CEG	0.37%	$3.5M
NEWMONT	NEM	0.37%	$3.4M
COMCAST CORP CLASS A	CMCSA	0.36%	$3.4M
SSC GOVERNMENT MM GVMXX	GVMXX	0.36%	$3.3M
CVS HEALTH CORP	CVS	0.33%	$3.1M
CME GROUP INC CLASS A	CME	0.33%	$3.1M
T MOBILE US INC	TMUS	0.33%	$3.1M
ALTRIA GROUP INC	MO	0.32%	$3.0M
SOUTHERN	SO	0.32%	$3.0M
TEXAS INSTRUMENT INC	TXN	0.31%	$2.9M
INTERCONTINENTAL EXCHANGE INC	ICE	0.31%	$2.9M
DUKE ENERGY CORP	DUK	0.30%	$2.9M
STRYKER CORP	SYK	0.30%	$2.8M
BRISTOL MYERS SQUIBB	BMY	0.30%	$2.8M
TJX INC	TJX	0.29%	$2.7M
GENERAL DYNAMICS CORP	GD	0.28%	$2.7M
CRH PUBLIC LIMITED PLC	CRH	0.28%	$2.6M
US BANCORP	USB	0.28%	$2.6M
STARBUCKS CORP	SBUX	0.28%	$2.6M
PNC FINANCIAL SERVICES GROUP INC	PNC	0.27%	$2.6M
HOME DEPOT INC	HD	0.27%	$2.5M
MARSH INC	MRSH	0.27%	$2.5M
JOHNSON CONTROLS INTERNATIONAL PLC	JCI	0.26%	$2.5M
REGENERON PHARMACEUTICALS INC	REGN	0.26%	$2.4M
ELEVANCE HEALTH INC	ELV	0.26%	$2.4M
NORTHROP GRUMMAN CORP	NOC	0.26%	$2.4M
GENERAL MOTORS	GM	0.25%	$2.4M
BANK OF NEW YORK MELLON CORP	BK	0.25%	$2.3M
EQUINIX REIT INC	EQIX	0.25%	$2.3M
EMERSON ELECTRIC	EMR	0.25%	$2.3M
NIKE INC CLASS B	NKE	0.25%	$2.3M
UNITED PARCEL SERVICE INC CLASS B	UPS	0.24%	$2.3M
FREEPORT MCMORAN INC	FCX	0.24%	$2.3M
ROBINHOOD MARKETS INC CLASS A	HOOD	0.24%	$2.3M
LOCKHEED MARTIN CORP	LMT	0.24%	$2.3M
3M	MMM	0.24%	$2.2M
CUMMINS INC	CMI	0.23%	$2.2M

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Asset Management

Schwab U.S. Large-Cap Value Index Fund (SWLVX)

BERKSHIRE HATHAWAY INC CLASS B

JPMORGAN CHASE

ALPHABET INC CLASS A

AMAZON COM INC

ALPHABET INC CLASS C

EXXON MOBIL CORP

JOHNSON & JOHNSON

WALMART INC

BANK OF AMERICA CORP

PROCTER & GAMBLE

MICRON TECHNOLOGY INC

CISCO SYSTEMS INC

UNITEDHEALTH GROUP INC

WELLS FARGO

CHEVRON CORP

INTERNATIONAL BUSINESS MACHINES CO

MERCK & CO INC

META PLATFORMS INC CLASS A

PHILIP MORRIS INTERNATIONAL INC

RTX CORP

GOLDMAN SACHS GROUP INC

CATERPILLAR INC

SALESFORCE INC

THERMO FISHER SCIENTIFIC INC

ABBOTT LABORATORIES

MCDONALDS CORP

WALT DISNEY

MORGAN STANLEY

LINDE PLC

VERIZON COMMUNICATIONS INC

AT&T INC

CITIGROUP INC

PEPSICO INC

ACCENTURE PLC CLASS A

NEXTERA ENERGY INC

BLACKROCK INC

INTEL CORPORATION CORP

S&P GLOBAL INC

CHARLES SCHWAB CORP

CAPITAL ONE FINANCIAL CORP

APPLIED MATERIAL INC

DANAHER CORP

ADVANCED MICRO DEVICES INC

QUALCOMM INC

PFIZER INC

BOEING

COCA-COLA

LOWES COMPANIES INC

ANALOG DEVICES INC

AMERICAN EXPRESS

WELLTOWER INC

UNION PACIFIC CORP