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BYLD vs KADIX

Shared holdings
3
BYLD covered by KADIX
11.33%
KADIX covered by BYLD
11.33%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 13 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BYLD (Jan. 31, 2026)

SecurityWeight
iShares Broad USD High Yield Corporate Bond ETF18.26%
iShares 10+ Year Investment Grade Corporate Bond ETF10.38%
ISHARES J P MORGAN EM HIGH YIELD BOND ETF9.19%
BlackRock Cash Funds: Institutional, SL Agency Shares9.16%
iShares Broad USD Investment Grade Corporate Bond ETF9.09%
ISHARES FLOATING RATE BOND ETF9.04%
iShares 5-10 Year Investment Grade Corporate Bond ETF8.73%
iShares Investment Grade Systematic Bond ETF7.95%
iShares GNMA Bond ETF7.26%
iShares Trust ISHARES 0-3 MONTH TREASURY BOND ETF4.96%
iShares Core Universal USD Bond ETF4.07%
ISHARES MBS ETF MUTUAL FUND1.82%
BlackRock Cash Funds: Treasury, SL Agency Shares0.09%

KADIX (March 31, 2026)

SecurityWeight
Mount Vernon Liquid Assets Portfolio, LLC31.08%
VANGUARD US TOTAL STOCK MARKET SHARES INDEX ETF13.54%
JANUS HENDERSON AAA CLO ETF MUTUAL FUND9.10%
Manning & Napier High Yield Bond Series8.50%
Victory Pioneer Strategic Income Fund7.07%
iShares Broad USD High Yield Corporate Bond ETF5.83%
Vanguard S&P 500 ETF5.53%
iShares Core High Dividend ETF3.53%
BNY Mellon Global Infrastructure Income ETF3.35%
iShares 5-10 Year Investment Grade Corporate Bond ETF3.06%
STATE STREET SPDR PORT S&P 500 VALUE MUTUAL FUND2.59%
ISHARES J P MORGAN EM HIGH YIELD BOND ETF2.44%
iShares JP Morgan USD Em Mkts Bd ETF1.69%
US BANK MMDA - USBGFS 90.84%
John Hancock High Yield ETF0.70%
Invesco S&P International Developed Momentum ETF0.67%
Freedom 100 Emerging Markets ETF0.49%

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