| Company | Symbol | % Assets | YTD Return % |
| Schwab Core Equity Inv | N/A | 16.58 | N/A |
| Schwab Instl Select S&P 500 | N/A | 13.92 | N/A |
| Schwab Total Bond Market | N/A | 11.82 | N/A |
| Laudus Growth Investors US Large Cap Gr | N/A | 7.64 | N/A |
| Schwab Small-Cap Equity Select | N/A | 7.41 | N/A |
| Laudus International MarketMasters Sel | N/A | 6.91 | N/A |
| Schwab Global Real Estate Select | N/A | 4.66 | N/A |
| Laudus Small-Cap MarketMasters Select | N/A | 3.95 | N/A |
| Schwab Dividend Equity Select | N/A | 3.78 | N/A |
| Laudus Rosenberg US Lg Cap Value | N/A | 3.71 | N/A |