Holdings
As of (?)

Attribution  (?)

View Attribution
Start Trial
Top Contributors
 
  
 
  
 
  
 
  
 
  
 
  
 
  
 
  
No Data Available
Top Detractors
 
  
 
  
 
  
 
  
 
  
 
  
 
  
 
  
No Data Available

Attribution Table  (?)

View Attribution Table
Start Trial
SymbolNameWeight1 Month Contribution3 Month Contribution6 Month ContributionYTD Contribution1Y Contribution
SWPPXSchwab S&P 500 Index Fund16.73%--------0.33
SWAGXSchwab US Aggregate Bond Index Fund16.01%--------0.15
SWMIXSchwab International Opportunities Fund8.72%--------0.13
BAGIXBaird Aggregate Bond Fund Institutional7.28%--------0.07
SICNXSchwab International Core Equity Fund6.42%--------0.15
LGILXSchwab Select Large Cap Growth Fund5.13%--------0.10
SWSBXSchwab Short-Term Bond Index Fund4.67%--------0.05
DODGXDodge & Cox Stock Fund I4.20%--------0.07
PFORXPIMCO Intl Bond Fund (US Dollar-Hedged) Inst3.87%--------0.04
SWASXSchwab Global Real Estate Fund3.71%--------0.06
STYJXAllspring Core Plus Bond Fund R63.08%--------0.03
SFLNXSchwab Fundamental US Large Company Index Fund3.02%--------0.04
SWANXSchwab Core Equity Fund2.98%--------0.06
LSIIXLoomis Sayles Investment Grade Bond Fd Y2.83%--------0.03
SWSCXSchwab Small-Cap Equity Fund2.65%---------0.00
SWRSXSchwab Treasury Inflation Protected Sec Index Fund2.41%--------0.02
SWMCXSchwab US Mid-Cap Index Fund1.52%--------0.02
PJFQXPGIM Jennison Growth Fund R61.28%--------0.03
SGUXXSchwab Government Money Fund Ultra1.08%--------0.01
GERIXGoldman Sachs Emerging Mkts Eqty Insights Fd Inst0.86%--------0.01
SFNNXSchwab Fundamental Intl Equity Index Fund0.73%--------0.01
DNSMXDriehaus Small Cap Growth Fund Institutional0.45%---------0.00
Showing 1 - 22 of 22 Holdings
Quickflows