-
SCHWAB S&P 500 INDEX CL SEL
- Symbol
- SWPPX
- % of Assets
- 19.71%
- Market Value
- $71.1M
-
SCHWAB INTERNATI OPRT
- Symbol
- SWMIX
- % of Assets
- 12.65%
- Market Value
- $45.6M
-
SCHWAB INTL CORE EQT CL INST
- Symbol
- SICNX
- % of Assets
- 9.33%
- Market Value
- $33.7M
-
SCHWAB SELECT LARGE CAP GROWTH
- Symbol
- LGILX
- % of Assets
- 9.12%
- Market Value
- $32.9M
-
DODGE AND COX STOCK CL I
- Symbol
- DODGX
- % of Assets
- 5.71%
- Market Value
- $20.6M
-
SCHWAB FND US LG CO INDEX CL INST
- Symbol
- SFLNX
- % of Assets
- 5.36%
- Market Value
- $19.3M
-
SCHWAB GLOBAL REAL ESTATE CL SLCT
- Symbol
- SWASX
- % of Assets
- 4.83%
- Market Value
- $17.4M
-
SCHWAB SMALL CAP EQT CL SLCT
- Symbol
- SWSCX
- % of Assets
- 4.42%
- Market Value
- $16.0M
-
SCHWAB US AGGREGATE BOND INDEX
- Symbol
- SWAGX
- % of Assets
- 4.33%
- Market Value
- $15.6M
-
SCHWAB CORE EQT
- Symbol
- SWANX
- % of Assets
- 4.21%
- Market Value
- $15.2M
-
GOLDMAN SAC EMERG MKT EQ CL INST
- Symbol
- GERIX
- % of Assets
- 3.71%
- Market Value
- $13.4M
-
LOOMIS SYL INV GRADE CL Y TRS II
- Symbol
- LSIIX
- % of Assets
- 2.87%
- Market Value
- $10.4M
-
PGIM JENNISON GROWTH R6
- Symbol
- PJFQX
- % of Assets
- 2.26%
- Market Value
- $8.1M
-
PIMCO INTERNATIONAL BOND CL INSTL
- Symbol
- PFORX
- % of Assets
- 2.04%
- Market Value
- $7.4M
-
BAIRD AGGREGATE BOND CL INST
- Symbol
- BAGIX
- % of Assets
- 1.86%
- Market Value
- $6.7M
-
SCHWAB US MID CAP INDEX
- Symbol
- SWMCX
- % of Assets
- 1.78%
- Market Value
- $6.4M
-
DRIEHAUS SMALL CAP GROWTH
- Symbol
- DNSMX
- % of Assets
- 1.61%
- Market Value
- $5.8M
-
SCHWAB SHORT-TERM BOND INDEX
- Symbol
- SWSBX
- % of Assets
- 1.36%
- Market Value
- $4.9M
-
SCHWAB FNMTL INTL LG CO CL INST
- Symbol
- SFNNX
- % of Assets
- 1.17%
- Market Value
- $4.2M
-
ALLSPRING CORE PLUS BOND R6
- Symbol
- STYJX
- % of Assets
- 0.90%
- Market Value
- $3.3M
-
US DOLLAR
- Symbol
- USD
- % of Assets
- 0.66%
- Market Value
- $2.4M
-
SCHWAB GOVERNMENT MONEY ULTRA
- Symbol
- SGUXX
- % of Assets
- 0.19%
- Market Value
- $684.2K
