SWIRX Holdings Information

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

Total Holdings

Top 10 Percentage

74.40%

Asset Class

n/a

Fund Category

Target-Date 2035

Assets

663.36M

Forward PE Ratio

17.37

Breakdown by Sector

No.	Symbol	Name	% Weight	Shares
1	SWPPX	Schwab S&P 500 Index Fund	18.52%	6,485,438
2	SWAGX	Schwab U.S. Aggregate Bond Index Fund	11.51%	8,815,044
3	SWMIX	Schwab International Opportunities Fund	9.77%	2,461,823
4	SICNX	Schwab International Core Equity Fund	7.50%	3,053,036
5	LGILX	Schwab Select Large Cap Growth Fund	6.85%	1,668,588
6	DODGX	Dodge & Cox Stock Fund Class I	4.56%	1,838,631
7	BAGIX	Baird Aggregate Bond Fund Class Institutional	4.33%	3,014,374
8	PFORX	PIMCO International Bond Fund (U.S. Dollar-Hedged)	4.05%	2,831,461
9	SFLNX	Schwab Fundamental U.S. Large Company Index Fund	3.66%	683,205
10	SWASX	Schwab Global Real Estate Fund™	3.64%	3,448,082
11	STYJX	Allspring Core Plus Bond Fund	3.61%	2,201,030
12	SWANX	Schwab Core Equity Fund™	3.50%	908,815
13	SWSBX	Schwab Short-Term Bond Index Fund	3.27%	2,331,220
14	SWSCX	Schwab Small-Cap Equity Fund™	3.18%	895,714
15	LSIIX	Loomis Sayles Investment Grade Bond Fund Class Y	2.68%	1,876,058
16	GERIX	Goldman Sachs Em Mkts Eq Insghts Intl	1.88%	897,783
17	PJFQX	PGIM Jennison Growth R6	1.74%	150,062
18	SWMCX	Schwab US Mid-Cap Index	1.65%	699,813
19	DNSMX	Driehaus Small Cap Growth Fund Institutional Class	1.08%	227,568
20	SFNNX	Schwab Fundamental International Equity Index Fund	0.92%	376,735
21	SWRSX	Schwab Treasury Inflation Protected Securities Index Fund	0.76%	498,004
22	n/a	Usd	0.71%	4,834,886
23	SGUXX	Schwab Government Money Market Fund	0.63%	4,284,592

As of May 31, 2026