# Portfolio overlap — USAF vs LPRDX

Comparing **Atlas America Fund** (2026-03-31) and **BlackRock LifePath Dynamic 2030 Fund** (2026-03-31).

- Shared positions: 1
- Atlas America Fund covered by BlackRock LifePath Dynamic 2030 Fund: 0.08445735446823550559071228339
- BlackRock LifePath Dynamic 2030 Fund covered by Atlas America Fund: 0.08445735446823550559071228339

## Atlas America Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Invesco Agriculture Commodity Strategy NO K-1 Etf | 0.097208 |  |
| iShares Gold Trust Micro | 0.091422 |  |
| World Gold Trust SPDR GLD MINIS | 0.091376 |  |
| ISHARES 0 5 YEAR TIPS BOND ETF | 0.084457 | ✓ |
| VANGUARD SHORT TERM TREASURY ETF | 0.079981 |  |
| Schwab Strategic Trust SHORT-TERM US TREASURY ETF | 0.069255 |  |
| iShares 1-3 Yr Treas | 0.069198 |  |
| State Street SPDR Portfolio Short Term Treasury ETF | 0.069176 |  |
| Simplify Commodities Strategy NO K-1 ETF | 0.039282 |  |
| F/m US Treasury 2 Year Note ETF | 0.035128 |  |
| DREY-GVT CSH-I | 0.034362 |  |
| ProShares UltraShort 20+ Year Treasury | 0.033812 |  |
| VANGUARD SHORT-TERM TIPS MUTUAL FUND | 0.031066 |  |
| GLOBAL X DEFENSE TECH ETF | 0.027410 |  |
| ISHARES GOLD TRUST MUTUAL FUND | 0.020732 |  |
| Global X Cybersecurity ETF | 0.017337 |  |
| CALL SPDR GOLD SHARES 12/29/2023 C180 | 0.015214 |  |
| State Street SPDR S&P Aerospace & Defense ETF | 0.013088 |  |
| DIGITAL REALTY TRUST INC | 0.007095 |  |
| EQUINIX INC | 0.007022 |  |
| AMERICAN TOWER CORP | 0.006938 |  |
| REALTY INCOME CORP REIT | 0.006910 |  |
| CROWN CASTLE INC | 0.005486 |  |
| EQUITY RESIDENTIAL REIT | 0.003863 |  |
| ISHARES CYBER-TC | 0.003716 |  |
| AVALONBAY COMMUNITIES INC REIT | 0.003646 |  |
| SBA COMMUNICATIONS CORP | 0.002829 |  |
| ESSEX PROPERTY TRUST INC | 0.002782 |  |
| HEALTHPEAK PROPERTIES INC | 0.002671 |  |
| UDR INC | 0.002536 |  |
| WP CAREY INC | 0.002464 |  |
| AMERICAN HEALTHCARE REIT INC | 0.002226 |  |
| ALEXANDRIA REAL ES EQ INC REIT | 0.002155 |  |
| AGREE REALTY CORP | 0.002101 |  |
| FED REALTY INVS | 0.002094 |  |
| STAG INDUSTRIAL INC CL A | 0.001592 |  |
| BXP INC | 0.001398 |  |
| VORNADO RLTY TST | 0.001192 |  |
| SABRA HEALTHCARE REIT INC | 0.001152 |  |
| HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC | 0.001151 |  |
| KILROY REALTY CORP | 0.000893 |  |
| SL GREEN REALTY CORP REIT | 0.000603 |  |
| ACADIA RLTY TR REIT | 0.000590 |  |
| CORPORATE OFFICE PROPERTIES TR | 0.000557 |  |
| GLOBAL NET LEASE INC | 0.000447 |  |
| DIAMONDROCK HOSPITALITY CO | 0.000419 |  |
| LTC PROPERTIES INC REIT | 0.000417 |  |
| KENNEDY-WILSON HOLDINGS INC | 0.000341 |  |
| PEBBLEBROOK HOTEL TRUST | 0.000331 |  |
| UMH PROPERTIES INC | 0.000312 |  |

## BlackRock LifePath Dynamic 2030 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| DIVERSIFIED EQUITY MASTER MUTUAL FUNDS | 0.301941 |  |
| BlackRock Diversified Fixed Income Fund | 0.240191 |  |
| International Tilts Master Portfolio | 0.095740 |  |
| ISHARES 0 5 YEAR TIPS BOND ETF | 0.088564 | ✓ |
| BlackRock Cash Funds: Treasury, SL Agency Shares | 0.068565 |  |
| BlackRock Tactical Opportunities Fund | 0.055289 |  |
| ISHARES CORE MSCI EMERGING MUTUAL FUND | 0.049443 |  |
| iShares Broad USD Investment Grade Corporate Bond ETF | 0.039369 |  |
| ISHARES GLOBAL INFRASTRUCTURE ISHARES GLOBAL INFRASTRUCTUR | 0.018454 |  |
| ISHARES MSCI EAFE SMALL CAP ETF | 0.016716 |  |
| BlackRock Real Estate Securities Fund | 0.015074 |  |
| BlackRock Cash Funds: Institutional, SL Agency Shares | 0.004556 |  |
| ISHARES MSCI CANADA ETF | 0.002429 |  |
| WHEAT SEP 26 | 0.001503 |  |
| ZCS BRL 14.0087 05/12/25-01/04/27 CME | 0.001350 |  |
| ZURICH INSURANCE GROUP AG | 0.000270 |  |
| USD P ZAR C @16.70000 EO | 0.000193 |  |
| TSE TOPIX (Tokyo Price Index) Future | 0.000187 |  |
| S+P/TSX 60 IX FUT MAR26 | 0.000106 |  |
| iShares Trust IBOXX USD INVST GRADE CORP | 0.000041 |  |
| VSTOXX FUTURE JAN26 | 0.000018 |  |
| ZSCALER INC | 0.000000 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-021767` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1969674/000094040026021767/0000940400-26-021767-index.htm>
- N-PORT (fund B) — accession `0001410368-26-054515` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/893818/000141036826054515/0001410368-26-054515-index.htm>

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