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SWPRX vs MHESX

Shared holdings

SWPRX covered by MHESX

1.30%

MHESX covered by SWPRX

1.30%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 19 positions per side shown; ● = held by both — hover a shared position to highlight it in both columns.

SWPRX (Jan. 31, 2026)

Security	Weight
Schwab S&P 500 Index Fund	19.59%
Schwab International Opportunities Fund	14.27%
Schwab International Core Equity Fund	10.63%
Schwab Select Large Cap Growth Fund	9.48%
Goldman Sachs Emerging Markets Equity Insights Fund	6.29%
Dodge & Cox Stock Fund	6.25%
Schwab Fundamental US Large Company Index Fund	6.02%
Schwab Small-Cap Equity Fund	5.62%
Schwab Global Real Estate Fund	5.10%
Schwab Core Equity Fund	4.58%
PGIM Jennison Growth Fund	2.36%
Driehaus Small Cap Growth Fund	2.13%
Schwab U.S. Mid-Cap Index Fund	2.03%
Schwab U.S. Aggregate Bond Index Fund	1.40%
Loomis Sayles Investment Grade Bond Fund	1.31%
Schwab Fundamental International Large Company Index Fund	1.30%	●
PIMCO International Bond Fund U.S. Dollar-Hedged	0.69%
Schwab Short-Term Bond Index Fund	0.55%
Allspring Core Plus Bond Fund - Class R6	0.41%

MHESX (March 31, 2026)

Security	Weight
MONEYMKT	17.34%
Thornburg Global Opportunities Class I	10.29%
The Hartford International Value	8.59%
Fidelity Select Industrials Portfolio	8.53%
State Street Hedged Intl Developed Equity Index Class K	7.82%
Schwab Fundamental International Large Company Index Fund	7.44%	●
Third Avenue Value Class I	7.38%
Eaton Vance Emerging and Frontier Countries Equity Fund Class I	7.08%
WCM Focused International Growth Class I	6.92%
Artisan Global Value Class I	6.89%
PZENA EMERGING MARKETS VALUE FD INST CLASS	6.17%
MFS International Equity Class R6	5.56%

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