SWKRX Holdings List

No.	Symbol	Name	% Weight	Shares
1	SCHY	Schwab International Dividend Equity ETF	20.32%	490,175
2	SCHD	Schwab US Dividend Equity ETF	19.83%	495,128
3	SWAGX	Schwab U.S. Aggregate Bond Index Fund	16.72%	1,235,669
4	SCYB	Schwab High Yield Bond ETF	10.99%	274,332
5	SWASX	Schwab Global Real Estate Fund™	7.14%	713,575
6	CPXIX	Cohen & Steers Preferred Securities and Income Fund, Inc. Class I	7.03%	375,746
7	SCHQ	Schwab Long-Term U.S. Treasury ETF	6.78%	141,896
8	RPIFX	T. Rowe Price Institutional Floating Rate Fund	6.18%	428,580
9	SCHI	Schwab 5-10 Year Corporate Bond ETF	3.02%	87,963
10	SGUXX	Schwab Government Money Market Fund	1.50%	978,717
11	n/a	Ssc Government Mm Gvmxx	0.48%	316,264

As of May 31, 2025

Sector	% Weight
United States	99.54%
Other	0.46%