Holding Performance
1%-0% 2%-1% 3%-2%
4%-3% 5%-4%
6%-5%
| Top 25 Holdings | Portfolio Weight % | Shares Owned | Shares Change | Sector | Mkt Cap (Mil) | Total Ret YTD (Daily) | ||
|---|---|---|---|---|---|---|---|---|
| Schwab Intermediate-Term Bond | 28.85 | 2,402,660 | 26,550 | --- | 24.84 | -0.66 | ||
| Schwab Total Bond Market | 23.53 | 2,108,030 | 100,887 | --- | 20.26 | -1.33 | ||
| Schwab Short-Term Bond Market | 12.73 | 1,178,499 | 11,284 | --- | 10.96 | -0.07 | ||
| Schwab Dividend Equity | 11.45 | 638,002 | 16,837 | --- | 9.86 | 18.14 | ||
| Schwab Global Real Estate | 7.99 | 994,700 | -18,883 | --- | 6.88 | 1.17 | ||
| Laudus Mondrian Intl Fixed Income | 3.97 | 303,590 | 0 | --- | 3.42 | -4.75 | ||
| Laudus International MarketMasters Sel | 3.36 | 140,354 | 0 | --- | 2.90 | 6.76 | ||
| Laudus Growth Investors US Large Cap Gr | 3.17 | 180,052 | -33,026 | --- | 2.73 | 12.41 | ||
| Ssc Goverment Mm Gvxx | 2.96 | 2,549,824 | -106,779 | --- | 2.55 | -- | ||
| Schwab Value Advantage Money Instl Prime | 2.00 | 1,718,156 | 0 | --- | 1.72 | -- | ||
YTD Return through 06-18-13| Portfolio Holdings
as of 01-31-13