SWIRX Holdings Information

SWIRX is a mutual fund with a total of 23 individual holdings.

Total Holdings

Top 10 Percentage

74.29%

Asset Class

n/a

Fund Category

Target-Date 2035

Assets

663.36M

Forward PE Ratio

18.29

Breakdown by Sector

No.	Symbol	Name	% Weight	Shares
1	SWPPX	Schwab S&P 500 Index Fund	17.70%	7,098,026
2	SWAGX	Schwab U.S. Aggregate Bond Index Fund	11.42%	8,844,606
3	SWMIX	Schwab International Opportunities Fund	10.07%	2,659,939
4	SICNX	Schwab International Core Equity Fund	8.04%	3,343,275
5	LGILX	Schwab Select Large Cap Growth Fund	6.24%	1,771,980
6	DODGX	Dodge & Cox Stock Fund Class I	4.74%	1,947,396
7	BAGIX	Baird Aggregate Bond Fund Class Institutional	4.41%	3,100,935
8	PFORX	PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional Class	4.12%	2,907,870
9	SWASX	Schwab Global Real Estate Fund™	3.88%	3,645,128
10	SFLNX	Schwab Fundamental U.S. Large Company Index Fund	3.68%	760,913
11	STYJX	Allspring Core Plus Bond Fund Class R6	3.67%	2,260,465
12	SWANX	Schwab Core Equity Fund™	3.36%	973,018
13	SWSCX	Schwab Small-Cap Equity Fund™	3.36%	1,087,692
14	SWSBX	Schwab Short-Term Bond Index Fund	3.34%	2,428,156
15	LSIIX	Loomis Sayles Investment Grade Bond Fund Class Y	2.96%	2,096,253
16	GERIX	Goldman Sachs Emerging Markets Equity Insights Fund International	1.94%	1,051,192
17	SWMCX	Schwab ® U.S. Mid-Cap Index Fund	1.65%	759,832
18	PJFQX	PGIM Jennison Growth Fund - Class R6	1.59%	164,699
19	DNSMX	Driehaus Small Cap Growth Fund Institutional Class	1.03%	249,575
20	SFNNX	Schwab Fundamental International Equity Index Fund	0.95%	414,515
21	SWRSX	Schwab Treasury Inflation Protected Securities Index Fund	0.78%	527,990
22	SGUXX	Schwab Government Money Market Fund	0.60%	4,247,946
23	n/a	Usd	0.48%	3,409,452

As of Feb 28, 2026