-
SCHWAB S&P 500 INDEX CL SEL
- Symbol
- SWPPX
- % of Assets
- 19.17%
- Market Value
- $6.3M
-
SCHWAB INTERNATI OPRT
- Symbol
- SWMIX
- % of Assets
- 14.27%
- Market Value
- $4.7M
-
SCHWAB INTL CORE EQT CL INST
- Symbol
- SICNX
- % of Assets
- 10.56%
- Market Value
- $3.5M
-
SCHWAB SELECT LARGE CAP GROWTH
- Symbol
- LGILX
- % of Assets
- 10.19%
- Market Value
- $3.3M
-
DODGE AND COX STOCK CL I
- Symbol
- DODGX
- % of Assets
- 6.46%
- Market Value
- $2.1M
-
SCHWAB FND US LG CO INDEX CL INST
- Symbol
- SFLNX
- % of Assets
- 6.07%
- Market Value
- $2.0M
-
GOLDMAN SAC EMERG MKT EQ CL INST
- Symbol
- GERIX
- % of Assets
- 6.06%
- Market Value
- $2.0M
-
SCHWAB SMALL CAP EQT CL SLCT
- Symbol
- SWSCX
- % of Assets
- 5.87%
- Market Value
- $1.9M
-
SCHWAB GLOBAL REAL ESTATE CL SLCT
- Symbol
- SWASX
- % of Assets
- 5.52%
- Market Value
- $1.8M
-
SCHWAB CORE EQT
- Symbol
- SWANX
- % of Assets
- 4.86%
- Market Value
- $1.6M
-
PGIM JENNISON GROWTH R6
- Symbol
- PJFQX
- % of Assets
- 2.51%
- Market Value
- $822.7K
-
SCHWAB US MID CAP INDEX
- Symbol
- SWMCX
- % of Assets
- 2.00%
- Market Value
- $654.8K
-
DRIEHAUS SMALL CAP GROWTH
- Symbol
- DNSMX
- % of Assets
- 1.99%
- Market Value
- $650.8K
-
SCHWAB FNMTL INTL LG CO CL INST
- Symbol
- SFNNX
- % of Assets
- 1.28%
- Market Value
- $417.8K
-
LOOMIS SYL INV GRADE CL Y TRS II
- Symbol
- LSIIX
- % of Assets
- 1.06%
- Market Value
- $345.9K
-
US DOLLAR
- Symbol
- USD
- % of Assets
- 0.51%
- Market Value
- $166.8K
-
PIMCO INTERNATIONAL BOND CL INSTL
- Symbol
- PFORX
- % of Assets
- 0.44%
- Market Value
- $145.2K
-
SCHWAB SHORT-TERM BOND INDEX
- Symbol
- SWSBX
- % of Assets
- 0.42%
- Market Value
- $137.8K
-
SCHWAB US AGGREGATE BOND INDEX
- Symbol
- SWAGX
- % of Assets
- 0.06%
- Market Value
- $20.6K
