# Portfolio overlap — EVVCX vs CFIT

Comparing **The E-Valuator Very Conservative (0%-15%) RMS Fund** (2026-03-31) and **Cambria Fixed Income Trend ETF** (2026-04-30).

- Shared positions: 2
- The E-Valuator Very Conservative (0%-15%) RMS Fund covered by Cambria Fixed Income Trend ETF: 0.09644428137311626082488959146
- Cambria Fixed Income Trend ETF covered by The E-Valuator Very Conservative (0%-15%) RMS Fund: 0.09644428137311626082488959146

## The E-Valuator Very Conservative (0%-15%) RMS Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ISHARES CONVT BD | 0.076531 | ✓ |
| T ROWE PR INST FLTNG RT-INST | 0.060729 |  |
| Pacer Aristotle Pacific Floating Rate High Income ETF | 0.059797 |  |
| Eaton Vance Total Return Bond ETF | 0.052365 |  |
| Vanguard Intermediate-Term Bond ETF | 0.046622 |  |
| Vanguard Emerging Markets Bond Fund, Admiral Shares | 0.045637 |  |
| Dodge & Cox Global Bond Fund - Class I | 0.039193 |  |
| WisdomTree Interest Rate Hedged High Yield Bond Fund | 0.039187 |  |
| ISHARES 7-10 YEAR TSY. BD | 0.036156 |  |
| ISHARES 10 20 YEAR TREASURY BOND ETF | 0.036034 |  |
| Vanguard Core Bond Fund, Admiral Shares | 0.034893 |  |
| VANGUARD INT-TERM CORPORATE MUTUAL FUND | 0.032359 |  |
| Schwab 5-10 Year Corporate Bond ETF | 0.032347 |  |
| iShares 5-10 Year Investment Grade Corporate Bond ETF | 0.032339 |  |
| Hartford Schroders Emerging Markets Multi-Sector Bond Fund - Class SDR | 0.031731 |  |
| JPMorgan Inflation Managed Bond ETF | 0.031196 |  |
| Allspring Core Plus Bond Fund - Class R6 | 0.029885 |  |
| The Gabelli U.S. Treasury Money Market Fund | 0.028160 |  |
| STATE STREET SPDR PORTFOLIO HI SS SPDR P HIGH YIELD ETF | 0.019913 | ✓ |
| American High-Income Trust - Class F-3 | 0.019901 |  |
| JPMorgan International Bond Opportunities ETF | 0.019764 |  |
| VanEck IG Floating Rate ETF | 0.016895 |  |
| MSILF Government Portfolio - Class Advisory | 0.015979 |  |
| VANGUARD SHORT-TERM TIPS MUTUAL FUND | 0.015516 |  |
| EV-SHRT DUR | 0.014939 |  |
| ISHR 1-5Y INV GR | 0.012376 |  |
| First Trust U.S. Equity Opportunities ETF | 0.007656 |  |
| NEW PERSPECTIVE FUND R6 (NPF CL R6) | 0.005089 |  |
| SCHW-US L/C GRW | 0.005051 |  |
| Nuveen Large Cap Growth Index Fund - Class R6 | 0.005013 |  |
| VANGUARD GRW ETF | 0.004962 |  |
| SS SPDR S&P15 VT | 0.004380 |  |
| WisdomTree U.S. Value Fund | 0.004265 |  |
| Vanguard S&P 500 ETF | 0.004236 |  |
| VANGUARD US MOMENTUM FACTOR MUTUAL FUND | 0.004062 |  |
| Schwab Fundamental U.S. Large Company ETF | 0.003904 |  |
| Invesco Dorsey Wright Developed Markets Momentum ETF | 0.003819 |  |
| iShares Morningstar Value ETF | 0.003760 |  |
| Vanguard Strategic Equity Fund - Class Investor | 0.003677 |  |
| U.S. Large Company Portfolio | 0.003668 |  |
| VNGRD MULTI ETF | 0.003523 |  |
| Vanguard Russell 2000 Growth | 0.003247 |  |
| iShares Morningstar Small-Cap Growth ETF | 0.003164 |  |
| VictoryShares U.S. Small Mid Cap Value Momentum ETF | 0.003116 |  |
| Vanguard Strategic Small-Cap Equity Investor Class | 0.003075 |  |
| DFA U.S. Targeted Value Portfolio - Class Institutional | 0.003049 |  |
| Vanguard Mega Cap ETF | 0.003018 |  |
| ISHARES US SMALLCAP EQUITY F MUTUAL FUND | 0.002987 |  |
| VANGUARD LARGE-CAP ETF MUTUAL FUND | 0.002848 |  |
| Vanguard Global Capital Cycles Fund - Class Investor | 0.002788 |  |

## Cambria Fixed Income Trend ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Vanguard 0-3 Month Treasury Bill ETF | 0.376875 |  |
| ISHARES CONVT BD | 0.230236 | ✓ |
| iShares US Preferred Stock ETF | 0.193573 |  |
| STATE STREET SPDR PORTFOLIO HI SS SPDR P HIGH YIELD ETF | 0.190333 | ✓ |
| FIRST AM-TR OB-X | 0.008983 |  |


## Sources

- N-PORT (fund A) — accession `0001193125-26-238501` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1821505/000119312526238501/0001193125-26-238501-index.htm>
- N-PORT (fund B) — accession `0000894189-26-020323` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/1529390/000089418926020323/0000894189-26-020323-index.htm>

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