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BDGS vs GDMA

Shared holdings
2
BDGS covered by GDMA
35.35%
GDMA covered by BDGS
35.35%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 15 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BDGS (March 31, 2026)

SecurityWeight
Alpha Architect 1-3 Month Box ETF48.93%
U.S. Treasury Bills5.83%
NETFLIX INC4.63%
ADV MICRO DEVICE4.16%
TESLA INC3.93%
AMAZON.COM INC3.92%
PALANTIR TECHNOLOGIES INC3.89%
BROADCOM INC3.87%
ALPHABET INC CL C3.82%
META PLATFORMS INC CL A3.80%
MICROSOFT CORP3.74%
APPLE INC3.04%
Russell 2000 ETF3.02%
NVIDIA CORP2.99%
FRST AM-GV OB-X0.43%

GDMA (March 31, 2026)

SecurityWeight
Alpha Architect 1-3 Month Box ETF34.93%
VANGUARD SHORT-TERM TIPS MUTUAL FUND33.08%
MOUNT VERNON LIQUID ASSETS PORTFOLIO5.76%
WisdomTree Bloomberg U.S. Dollar Bullish Fund4.30%
Invesco DB US Dollar Index Bullish Fund3.90%
State Street Consumer Staples Select Sector SPDR ETF3.76%
STATE STREET ENERGY SELECT SECTOR SPDR ETF MUTUAL FUND3.69%
BERKSHIRE HATH-B2.76%
GLOBAL X DEFENSE TECH ETF1.76%
ETF1.46%
United States Brent Oil Fund LP1.41%
State Street SPDR S&P Oil & Gas Exploration & Production ETF1.37%
Invesco S&P 500 Equal Weight Energy ETF0.92%
FRST AM-GV OB-X0.46%
iPath Series B S&P 500 VIX Short-Term Futures ETN0.44%

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