Schwab Target 2055 (SWORX)

SWORX Holdings List

As of Jul 31, 2025

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No.	Symbol	Name	% Weight	Shares
1	SWPPX	Schwab S&P 500 Index	20.08%	519,817
2	SWMIX	Schwab International Opportunities	13.88%	1,516,543
3	SICNX	Schwab International Core Equity	10.21%	1,859,103
4	LGILX	Schwab Select Large Cap Growth Fund	9.78%	896,673
5	DODGX	Dodge & Cox Stock Fund	6.19%	58,617
6	SFLNX	Schwab Fundamental US Large Company Idx	5.64%	487,738
7	GERIX	Goldman Sachs Em Mkts Eq Insghts Intl	5.40%	1,369,973
8	SWSCX	Schwab Small-Cap Equity	5.32%	698,501
9	SWASX	Schwab Global Real Estate	5.26%	2,056,958
10	SWANX	Schwab Core Equity	4.40%	452,261
11	PJFQX	PGIM Jennison Growth R6	2.52%	82,853
12	SWMCX	Schwab US Mid-Cap Index	1.90%	68,135
13	LSIIX	Loomis Sayles Investment Grade Bond Y	1.78%	460,413
14	SWAGX	Schwab US Aggregate Bond Index	1.74%	495,848
15	DNSMX	Driehaus Small Cap Growth Institutional	1.60%	177,494
16	SFNNX	Schwab Fundamental Intl Equity Index Fd	1.33%	269,735
17	PFORX	PIMCO International Bond Fund (U.S. Dollar-Hedged)	0.94%	241,638
18	STYJX	Allspring Core Plus Bond Fund	0.74%	167,846
19	SWSBX	Schwab Short-Term Bond Index	0.58%	152,773
20	n/a	Usd	0.45%	1,139,487
21	BAGIX	Baird Aggregate Bond Inst	0.26%	67,346

Asset Allocation

Asset Class	% Weight
Stocks	91.57%
Bond	6.88%
Cash	1.52%
Not Classified	0.02%
Other	0.00%

Sector Breakdown

Sector	% Weight
Technology	22.34%
Financials	12.71%
Healthcare	12.22%
Consumer Discretionary	11.32%
Industrials	10.49%
Real Estate	8.43%
Communication Services	7.38%
Consumer Staples	5.35%
Energy	4.07%
Materials	4.00%
Utilities	1.69%

Country Breakdown

Sector	% Weight
United States	99.48%
Other	0.52%