-
SCHWAB S&P 500 INDEX CL SEL
- Symbol
- SWPPX
- % of Assets
- 19.77%
- Market Value
- $8.9M
-
SCHWAB INTERNATI OPRT
- Symbol
- SWMIX
- % of Assets
- 14.22%
- Market Value
- $6.4M
-
SCHWAB INTL CORE EQT CL INST
- Symbol
- SICNX
- % of Assets
- 10.40%
- Market Value
- $4.7M
-
SCHWAB SELECT LARGE CAP GROWTH
- Symbol
- LGILX
- % of Assets
- 9.85%
- Market Value
- $4.4M
-
GOLDMAN SAC EMERG MKT EQ CL INST
- Symbol
- GERIX
- % of Assets
- 6.61%
- Market Value
- $3.0M
-
DODGE AND COX STOCK CL I
- Symbol
- DODGX
- % of Assets
- 6.32%
- Market Value
- $2.9M
-
SCHWAB FND US LG CO INDEX CL INST
- Symbol
- SFLNX
- % of Assets
- 6.07%
- Market Value
- $2.7M
-
SCHWAB SMALL CAP EQT CL SLCT
- Symbol
- SWSCX
- % of Assets
- 5.82%
- Market Value
- $2.6M
-
SCHWAB GLOBAL REAL ESTATE CL SLCT
- Symbol
- SWASX
- % of Assets
- 4.94%
- Market Value
- $2.2M
-
SCHWAB CORE EQT
- Symbol
- SWANX
- % of Assets
- 4.53%
- Market Value
- $2.0M
-
PGIM JENNISON GROWTH R6
- Symbol
- PJFQX
- % of Assets
- 2.45%
- Market Value
- $1.1M
-
SCHWAB US MID CAP INDEX
- Symbol
- SWMCX
- % of Assets
- 2.03%
- Market Value
- $915.4K
-
DRIEHAUS SMALL CAP GROWTH
- Symbol
- DNSMX
- % of Assets
- 1.88%
- Market Value
- $846.8K
-
SCHWAB FNMTL INTL LG CO CL INST
- Symbol
- SFNNX
- % of Assets
- 1.29%
- Market Value
- $580.4K
-
LOOMIS SYL INV GRADE CL Y TRS II
- Symbol
- LSIIX
- % of Assets
- 1.26%
- Market Value
- $568.6K
-
US DOLLAR
- Symbol
- USD
- % of Assets
- 0.84%
- Market Value
- $377.7K
-
SCHWAB US AGGREGATE BOND INDEX
- Symbol
- SWAGX
- % of Assets
- 0.73%
- Market Value
- $330.8K
-
PIMCO INTERNATIONAL BOND CL INSTL
- Symbol
- PFORX
- % of Assets
- 0.52%
- Market Value
- $234.7K
-
SCHWAB SHORT-TERM BOND INDEX
- Symbol
- SWSBX
- % of Assets
- 0.47%
- Market Value
- $212.5K
