SWIRX Holdings List

As of Mar 31, 2025

No.	Symbol	Name	% Weight	Shares
1	SWPPX	Schwab® S&P 500 Index Fund	17.98%	1,232,333
2	SWAGX	Schwab U.S. Aggregate Bond Index Fund	10.89%	7,220,311
3	SWMIX	Schwab International Opportunities Fund	10.44%	2,981,106
4	SICNX	Schwab® International Core Equity Fund	7.72%	3,616,669
5	LGILX	Schwab Select Large Cap Growth Fund	6.42%	1,624,581
6	DODGX	Dodge & Cox Stock Fund Class I	5.05%	114,040
7	BAGIX	Baird Aggregate Bond Fund Class Institutional	4.69%	2,823,812
8	SWASX	Schwab Global Real Estate Fund™	4.28%	4,038,636
9	PFORX	PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional Class	4.08%	2,455,591
10	SFLNX	Schwab Fundamental U.S. Large Company Index Fund	3.90%	826,874
11	SWANX	Schwab Core Equity Fund™	3.49%	939,566
12	LSIIX	Loomis Sayles Investment Grade Bond Fund Class Y	3.41%	2,053,484
13	SWSCX	Schwab Small-Cap Equity Fund™	3.27%	1,098,544
14	SWSBX	Schwab Short-Term Bond Index Fund	3.18%	1,957,083
15	STYJX	Allspring Core Plus Bond Fund Class R6	2.77%	1,457,882
16	GERIX	Goldman Sachs Emerging Markets Equity Insights Fund International	1.79%	1,196,995
17	SWMCX	Schwab ® U.S. Mid-Cap Index Fund	1.61%	148,837
18	PJFQX	PGIM Jennison Growth Fund - Class R6	1.58%	148,414
19	SFNNX	Schwab Fundamental International Equity Index Fund	0.95%	500,307
20	SGUXX	Schwab Government Money Market Fund	0.69%	4,094,031
21	DNSMX	Driehaus Small Cap Growth Fund Institutional Class	0.69%	208,831
22	SWRSX	Schwab Treasury Inflation Protected Securities Index Fund	0.57%	325,196
23	n/a	Usd	0.54%	3,219,666

As of Mar 31, 2025

Sector	% Weight
United States	99.71%
Other	0.29%