SWIRX Holdings Information

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

Total Holdings

Top 10 Percentage

74.30%

Asset Class

n/a

Fund Category

Target-Date 2035

Assets

663.36M

Forward PE Ratio

16.47

Breakdown by Sector

No.	Symbol	Name	% Weight	Shares
1	SWPPX	Schwab S&P 500 Index Fund	18.06%	7,199,513
2	SWAGX	Schwab U.S. Aggregate Bond Index Fund	11.87%	8,874,500
3	SWMIX	Schwab International Opportunities Fund	9.68%	2,677,770
4	SICNX	Schwab International Core Equity Fund	7.45%	3,225,120
5	LGILX	Schwab Select Large Cap Growth Fund	6.42%	1,814,380
6	DODGX	Dodge & Cox Stock Fund Class I	4.75%	1,973,365
7	BAGIX	Baird Aggregate Bond Fund Class Institutional	4.58%	3,112,084
8	PFORX	PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional Class	4.08%	2,816,399
9	SFLNX	Schwab Fundamental U.S. Large Company Index Fund	3.75%	760,913
10	STYJX	Allspring Core Plus Bond Fund Class R6	3.66%	2,185,693
11	SWASX	Schwab Global Real Estate Fund™	3.63%	3,591,269
12	SWSBX	Schwab Short-Term Bond Index Fund	3.44%	2,388,328
13	SWSCX	Schwab Small-Cap Equity Fund™	3.39%	1,087,692
14	SWANX	Schwab Core Equity Fund™	3.38%	973,018
15	LSIIX	Loomis Sayles Investment Grade Bond Fund Class Y	2.79%	1,912,311
16	GERIX	Goldman Sachs Emerging Markets Equity Insights Fund International	1.67%	951,301
17	SWMCX	Schwab ® U.S. Mid-Cap Index Fund	1.66%	759,832
18	PJFQX	PGIM Jennison Growth Fund - Class R6	1.59%	164,699
19	DNSMX	Driehaus Small Cap Growth Fund Institutional Class	1.06%	262,178
20	SFNNX	Schwab Fundamental International Equity Index Fund	0.89%	397,597
21	SWRSX	Schwab Treasury Inflation Protected Securities Index Fund	0.82%	530,374
22	n/a	Usd	0.76%	5,072,361
23	SGUXX	Schwab Government Money Market Fund	0.64%	4,259,088

As of Mar 31, 2026