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ACTIX vs AGGA

Shared holdings
2
ACTIX covered by AGGA
15.01%
AGGA covered by ACTIX
15.01%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 10 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ACTIX (March 31, 2026)

SecurityWeight
STATE STREET SPDR PORTFOLIO HI SS SPDR P HIGH YIELD ETF19.94%
iShares 10+ Year Investment Grade Corporate Bond ETF13.58%
iShares iBonds Dec 2031 Term Corporate ETF12.48%
iShares 5-10 Year Investment Grade Corporate Bond ETF10.03%
iShares Broad USD Investment Grade Corporate Bond ETF9.99%
VANGUARD INT-TERM CORPORATE MUTUAL FUND9.92%
Invesco Variable Rate US Preferred Stock ETF9.91%
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF7.44%
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF4.97%
MONEYMKT1.73%

AGGA (Feb. 27, 2026)

SecurityWeight
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF15.10%
iShares 5-10 Year Investment Grade Corporate Bond ETF12.28%
BondBloxx Bloomberg One Year Target Duration US Treasury ETF11.71%
State Street SPDR Portfolio Short Term Treasury ETF9.82%
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF6.99%
JANUS HENDERSON AAA CLO ETF MUTUAL FUND6.85%
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF6.05%
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF6.00%
STATE STREET SPDR PORTFOLIO HI SS SPDR P HIGH YIELD ETF4.98%
State Street SPDR Bloomberg Investment Grade Floating Rate ETF4.93%
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF MUTUAL FUND4.64%
DoubleLine Asset-Backed Securities ETF3.01%
State Street SPDR Portfolio Short Term Corporate Bond ETF2.97%
SCHWAB HIGH YIELD BOND ETF2.53%
State Street SPDR Portfolio L/T Trs ETF2.00%
FRST AM-GV OB-X0.13%

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