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SWDRX vs PAUIX

Shared holdings
1
SWDRX covered by PAUIX
3.83%
PAUIX covered by SWDRX
3.83%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 22 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SWDRX (Jan. 31, 2026)

SecurityWeight
Schwab S&P 500 Index Fund17.15%
Schwab U.S. Aggregate Bond Index Fund15.44%
Schwab International Opportunities Fund8.68%
Schwab International Core Equity Fund6.72%
Baird Aggregate Bond Inst6.66%
Schwab Select Large Cap Growth Fund5.45%
Schwab Short-Term Bond Index Fund4.53%
Dodge & Cox Stock Fund4.05%
PIMCO International Bond Fund U.S. Dollar-Hedged3.83%
Allspring Core Plus Bond Fund - Class R63.70%
Schwab Global Real Estate Fund3.61%
Schwab Fundamental US Large Company Index Fund3.08%
Schwab Core Equity Fund3.00%
Schwab Small-Cap Equity Fund2.91%
Loomis Sayles Investment Grade Bond Fund2.62%
Schwab Treasury Inflation Protected Securities Index Fund2.34%
Schwab U.S. Mid-Cap Index Fund1.54%
PGIM Jennison Growth Fund1.37%
Schwab Government Money Fund1.02%
Goldman Sachs Emerging Markets Equity Insights Fund0.88%
Schwab Fundamental International Large Company Index Fund0.80%
Driehaus Small Cap Growth Fund0.62%

PAUIX (March 31, 2026)

SecurityWeight
PIMCO LOW DURATION FUND/UNITED PIMCO LOW DURATION INST13.06%
PIMCO-T/R-INS12.05%
PIMCO FDS MUTUAL FUND10.32%
PIMCO FUNDS/ALL ASSET MULTI RL ALL ASSET MULTI REAL FD8.86%
PIMCO-EM L C-INS7.87%
PIMCO International Bond Fund U.S. Dollar-Hedged6.35%
PIMCO REALESTATEREALRETURN STR PIMCO REALESTATEREALRET I5.76%
PIMCO-H/Y-INS4.96%
PIMCO TRENDS Managed Futures Strategy Fund4.26%
PIMCO EMERGING MARKETS CURRENC PIMCO EM MRK CUR + S/T INS3.58%
PIMCO RAE FUNDAMENTAL ADVANTAG PIMCO RAE FDMTL ADV PLUS INS3.09%
PIMCO RAE WORLDWIDE LONG/SHORT PIMCO RAE WW L/S PLUS INST3.03%
PIMCO LONG TERM US GOVERNMENT PIMCO LNG TRM US GVT BD INST1.85%
PIMCO-HY SP-INS1.80%
PIMCO COMMODITYREALRETURN STRATEGY FUND CL INSTITUTIONAL 0.000000001.56%
PIMCO RAE EMERGING MARKETS FUN PIMCO RAE EMERG MRKT INST1.52%
PIMCO-RL RTN-INS1.51%
PIMCO LONG DURATION TOTAL RETU PIMCO LNG DUR TTL RTRN INST1.36%
PIMCO EXTENDED DURATION FUND PIMCO EXTENDED DURATION INST1.21%
PIMCO LONG TERM REAL RETURN FU PIMCO LNG TRM RL RTRN INST1.03%
PIMCO RAE PLUS INTERNATIONAL F PIMCO RAE PLUS INTL INST0.99%
PIMCO RAE US SMALL FUND PIMCO RAE US SMALL INST0.97%
PIMCO Income Instl0.84%
PIMCO RAE PLUS EMG FUND PIMCO RAE PLUS EMG INST0.76%
PIMCO GOVERNMENT MONEY MARKET PIMCO GOVT MMKT FND M0.70%
PIMCO INVESTMENT GRADE CREDIT PIMCO INV GRD CRD BND INST0.43%
PIMCO RAE INTERNATIONAL FUND PIMCO RAE INTL INST0.29%

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