{
  "page": "compare",
  "query": {
    "a": "HASIX",
    "b": "AOR"
  },
  "retrieved_at": "2026-07-07T17:11:28+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Horizon Active Asset Allocation Fund",
    "ticker": "HASIX",
    "slug": "HASIX",
    "series_id": "S000050381",
    "html_url": "https://fundwatcher.app/funds/HASIX/"
  },
  "fund_b": {
    "name": "iShares Core 60/40 Balanced Allocation ETF",
    "ticker": "AOR",
    "slug": "AOR",
    "series_id": "S000023587",
    "html_url": "https://fundwatcher.app/funds/AOR/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2162751128907143734736188216",
    "coverage_b_by_a": "0.2162751128907143734736188216",
    "shared_count": 2,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "STATE STREET SPDR PORTFOLIO S&P 500 GROWT MUTUAL FUND",
        "value": "133365846.16",
        "weight": "0.17244789",
        "shared": false
      },
      {
        "name": "iShares Core MSCI International Developed Markets ETF",
        "value": "127576467.16",
        "weight": "0.16496197",
        "shared": true
      },
      {
        "name": "ISHARES CORE MSCI EMERGING MUTUAL FUND",
        "value": "63296065.72",
        "weight": "0.08184459",
        "shared": true
      },
      {
        "name": "AVANTIS INTL S/C",
        "value": "58294856.80",
        "weight": "0.07537781",
        "shared": false
      },
      {
        "name": "ISHARES CORE DIVIDEND GROWTH MUTUAL FUND",
        "value": "50752974.20",
        "weight": "0.06562582",
        "shared": false
      },
      {
        "name": "FRST AM-GV OB-X",
        "value": "42546276.14",
        "weight": "0.05501420",
        "shared": false
      },
      {
        "name": "INVESCO S&P 500 EQUAL WEIGHT MUTUAL FUND",
        "value": "34532525.72",
        "weight": "0.04465207",
        "shared": false
      },
      {
        "name": "State Street SPDR Portfolio Emerging Markets ETF",
        "value": "29255594.04",
        "weight": "0.03782877",
        "shared": false
      },
      {
        "name": "Invesco KBW Bank ETF",
        "value": "27954453.26",
        "weight": "0.03614633",
        "shared": false
      },
      {
        "name": "JPMorgan BetaBuilders Europe ETF",
        "value": "22772762.82",
        "weight": "0.02944618",
        "shared": false
      },
      {
        "name": "ISHARES MSCI JPN",
        "value": "22660023.66",
        "weight": "0.02930040",
        "shared": false
      },
      {
        "name": "State Street Communication Services Select Sector SPDR ETF",
        "value": "20394908.25",
        "weight": "0.02637151",
        "shared": false
      },
      {
        "name": "State Street SPDR S&P Regional Banking ETF - ETF",
        "value": "20239723.02",
        "weight": "0.02617085",
        "shared": false
      },
      {
        "name": "GS EQL WGHT LRG",
        "value": "14085544.50",
        "weight": "0.01821323",
        "shared": false
      },
      {
        "name": "NVIDIA CORP",
        "value": "12356699.03",
        "weight": "0.01597775",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "10926876.24",
        "weight": "0.01412893",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "10154685.44",
        "weight": "0.01313045",
        "shared": false
      },
      {
        "name": "AMAZON.COM INC",
        "value": "9168600.00",
        "weight": "0.01185540",
        "shared": false
      },
      {
        "name": "APPLE INC",
        "value": "8231584.62",
        "weight": "0.01064380",
        "shared": false
      },
      {
        "name": "TESLA INC",
        "value": "3502642.02",
        "weight": "0.00452907",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "3141496.05",
        "weight": "0.00406209",
        "shared": false
      },
      {
        "name": "LILLY ELI and CO",
        "value": "2570011.57",
        "weight": "0.00332314",
        "shared": false
      },
      {
        "name": "WALMART INC",
        "value": "2005744.20",
        "weight": "0.00259352",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "1986023.52",
        "weight": "0.00256802",
        "shared": false
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "1626113.07",
        "weight": "0.00210264",
        "shared": false
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "1625974.91",
        "weight": "0.00210246",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "1603001.40",
        "weight": "0.00207275",
        "shared": false
      },
      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
        "value": "1386695.16",
        "weight": "0.00179306",
        "shared": false
      },
      {
        "name": "ORACLE CORP",
        "value": "1272831.60",
        "weight": "0.00164583",
        "shared": false
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "1155332.97",
        "weight": "0.00149390",
        "shared": false
      },
      {
        "name": "SIEMENS AG-SPONS ADR DEPOSITARY RECEIPT",
        "value": "1139096.16",
        "weight": "0.00147290",
        "shared": false
      },
      {
        "name": "CORNING INC",
        "value": "1049652.40",
        "weight": "0.00135725",
        "shared": false
      },
      {
        "name": "Southern Copper Corporation COM USD0.01",
        "value": "1016898.49",
        "weight": "0.00131489",
        "shared": false
      },
      {
        "name": "Tencent Holdings Ltd. UNSP ADR EACH REP 1 ORD",
        "value": "1003896.00",
        "weight": "0.00129808",
        "shared": false
      },
      {
        "name": "CATERPILLAR INC",
        "value": "982764.09",
        "weight": "0.00127076",
        "shared": false
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "942614.40",
        "weight": "0.00121884",
        "shared": false
      },
      {
        "name": "INTUITIVE SURGICAL INC",
        "value": "942067.21",
        "weight": "0.00121813",
        "shared": false
      },
      {
        "name": "Siemens Energy AG",
        "value": "908242.46",
        "weight": "0.00117440",
        "shared": false
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "896126.10",
        "weight": "0.00115873",
        "shared": false
      },
      {
        "name": "ALIBABA GROUP HOLDING LTD SPON ADR",
        "value": "858607.38",
        "weight": "0.00111022",
        "shared": false
      },
      {
        "name": "TOKYO ELECTRON LTD UNSPN ADR",
        "value": "848644.11",
        "weight": "0.00109733",
        "shared": false
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "840132.88",
        "weight": "0.00108633",
        "shared": false
      },
      {
        "name": "COMMSTCK",
        "value": "788436.63",
        "weight": "0.00101948",
        "shared": false
      },
      {
        "name": "EATON CORP PLC",
        "value": "785672.80",
        "weight": "0.00101591",
        "shared": false
      },
      {
        "name": "INTEL CORP",
        "value": "773271.94",
        "weight": "0.00099987",
        "shared": false
      },
      {
        "name": "ASML HOLDING-NY",
        "value": "751390.08",
        "weight": "0.00097158",
        "shared": false
      },
      {
        "name": "CONSTELLATION ENERGY CORP",
        "value": "750477.00",
        "weight": "0.00097040",
        "shared": false
      },
      {
        "name": "KLA CORP",
        "value": "742455.85",
        "weight": "0.00096003",
        "shared": false
      },
      {
        "name": "Schneider Electric SE ADR",
        "value": "733808.13",
        "weight": "0.00094885",
        "shared": false
      },
      {
        "name": "HITACHI LTD-ADR",
        "value": "708778.80",
        "weight": "0.00091648",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "iShares Core S&P 500 ETF",
        "value": "1095087877.94",
        "weight": "0.31246193",
        "shared": false
      },
      {
        "name": "iShares Core Universal USD Bond ETF",
        "value": "1050879278.55",
        "weight": "0.29984787",
        "shared": false
      },
      {
        "name": "iShares Core MSCI International Developed Markets ETF",
        "value": "539386749.72",
        "weight": "0.15390347",
        "shared": true
      },
      {
        "name": "BlackRock Cash Funds: Institutional, SL Agency Shares",
        "value": "325671303.47",
        "weight": "0.09292394",
        "shared": false
      },
      {
        "name": "ISHARES CORE MSCI EMERGING MUTUAL FUND",
        "value": "218594401.12",
        "weight": "0.06237164",
        "shared": true
      },
      {
        "name": "iShares Trust CORE INTL AGGR",
        "value": "182055317.00",
        "weight": "0.05194593",
        "shared": false
      },
      {
        "name": "ISHARES-C S&P MC",
        "value": "61015835.79",
        "weight": "0.01740968",
        "shared": false
      },
      {
        "name": "ISHARES CORE S+P SMALL CAP ETF ISHARES CORE S+P SMALL CAP E",
        "value": "29017208.84",
        "weight": "0.00827949",
        "shared": false
      },
      {
        "name": "BlackRock Cash Funds: Treasury, SL Agency Shares",
        "value": "3000177.80",
        "weight": "0.00085604",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000894189-26-013890",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1643174/000089418926013890/0000894189-26-013890-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001004726-26-001854",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1100663/000100472626001854/0001004726-26-001854-index.htm"
    }
  ]
}